Charles Canon is a PFS-designated registered investment advisor at West Financial Strategies, INC., based in Sanford, NC, with 24 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 140 clients with $120M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fee Estimator
Location
301 Court Square, Sanford, NC, 27330
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is a Vice-President at M. Lee West, CPA, P.A., providing CPA services full-time. He also manages several real estate entities, including VCW, LLC, Sunset Investments of Sanford, LLC, and VC Farms, LLC, dedicating varying amounts of time to each.
Employment History
Current Registrations
West Financial Strategies, INC.
State Registrations1 state
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