Charles Warner is a registered investment advisor at Warner Investments, LLC, based in Cimarron, KS, with 11 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Warner Investments charges a fee based on a percentage of the assets they manage, up to 2.5% annually. This fee is taken either monthly or daily. For certain clients, Warner Investments may also charge a performance-based fee of up to 20% of the quarterly net profits, subject to a loss carry-forward provision. These fees are subject to specific negotiations with each particular client.
Location
Cimarron, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is the sole member of Impala Advisers, LLC, a bookkeeping firm, since 2002. He spends about a quarter of his time on this, with about 10-20% of his time during trading hours handling bookkeeping and operations.
Employment History
Current Registrations
Warner Investments, LLC
Previous Registrations
Impala Advisers, LLC
State Registrations2 states
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