Charles Alley is a CFP-designated registered investment advisor at Resolute Wealth Strategies, LLC, based in Jackson, MS, with 23 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 301 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.75% |
Fees are negotiable based on factors such as relationship size, services rendered, complexity, time commitments, and travel requirements.
Fee Estimator
Location
4400 Old Canton Road, Suite 210, Jackson, MS, 39211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Charles is a member/owner of Alley Properties, LLC, managing rental property. He also serves in advisory and board member roles for several organizations, including the Community Foundation for Mississippi and the Else School of Management at Millsaps College, dedicating minimal time to each.
Employment History
Current Registrations
Resolute Wealth Strategies, LLC
Previous Registrations
Coker & Palmer
Coker & PalmerBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Carolina Capital Markets, INC.Broker
State Registrations1 state
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
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