Charity Helvie is a registered investment advisor at LPL Financial LLC, based in Memphis, TN, with 10 years of industry experience. Charity is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
5855 & 5851 Ridge Bend Rd, Memphis, TN, 38120
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Regulatory History (1)
Customer Dispute
January 2009Other Business Activities
Charity operates Benchmark Wealth Management as a DBA for her LPL business. She also works as a life coach under the name Coaching with Charity, dedicating about 10-20% of her time to this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial Corporation
LPL Financial CorporationBroker
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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