Charles Smith is a registered investment advisor at Mayfair Advisory Group, LLC, based in Birmingham, AL, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 395 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Wealth management fees vary between 0.50% and 1.00%, depending upon the size and composition of a client’s portfolio and the type of services rendered. Retirement plan consulting fees vary between 0.25% and 0.50%, depending upon the size and composition of the client’s assets as well as the scope of the services to be rendered.
Fee Estimator
Location
3300 Cahaba Road, Suite 200, Birmingham, AL, 35223
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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 has a minority ownership in CACHEM Investments, LLC, a family limited partnership in real estate, since 2006. He has no duties or responsibilities and spends no time on this activity.
Employment History
Current Registrations
Mayfair Advisory Group, LLC
Previous Registrations
Bhk Investment Advisors
Bhk Securities, LLC
Bhk Securities, LLCBroker
Sterne Agee Asset Management, INC.
Sterne, Agee & Leach, INC.Broker
Johnson Sterling, INC.
Nbc Securities, 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.