CK
CK
Charles Kasner
20 Years of Experience
Apopka, FL
1 Disclosure
Charles Kasner is a registered investment advisor at Charles Kasner Registered Investment Advisor LLC, based in Apopka, FL, with 20 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$6.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.25% |
| $400K+ | 1.10% |
This is a breakpoint fee schedule, the entire portfolio is charged the same asset management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Apopka, FL
Get directionsHistory
Regulatory History (1)
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Regulatory
July 2023Final
Employment History
Current Registrations
Charles Kasner Registered Investment Advisor LLC
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Atlas Wealth Management Group, LLC
December 2015 - July 2020 · 4 yrs 7 mos
Cambridge Investment Research Advisors, INC.
November 2011 - December 2015 · 4 yrs 1 mo
Cambridge Investment Research, INC.Broker
November 2011 - December 2015 · 4 yrs 1 mo
The Estate Management Group, INC.
March 2009 - November 2009 · 8 mos
LPL Financial LLC
August 2006 - November 2011 · 5 yrs 3 mos
LPL Financial LLCBroker
August 2006 - November 2011 · 5 yrs 3 mos
Next Financial Group, INC.
February 2005 - September 2006 · 1 yr 7 mos
Next Financial Group, INC.Broker
February 2005 - September 2006 · 1 yr 7 mos
AXA Advisors, LLC
December 2002 - February 2005 · 2 yrs 2 mos
AXA Advisors, LLCBroker
November 2002 - February 2005 · 2 yrs 3 mos
State Registrations1 state
FL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.