Charles Wedemeyer
Charles Wedemeyer is a CFP-designated registered investment advisor at Allworth Financial, L.P., based in Addison, TX, with 21 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 26,325 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allworth Financial offers investment management services through a wrap fee program and a non-wrap fee program. You'll pay a percentage of your portfolio each quarter, billed in advance. The exact percentage depends on the type and amount of your investments. There's a $2,500 minimum annual fee. The maximum fee charged is 2.00%. The wrap fee covers advisory services and most trade execution fees. The non-wrap fee program covers advisory services, but does not include trade execution fees.
Location
15725 Dallas Parkway, Suite 600, Addison, TX, 75001
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Regulatory History (1)
Criminal
September 2000Employment History
Current Registrations
Allworth Financial, L.P.
Aw SecuritiesBroker
Previous Registrations
Mercer Global Advisors INC.
Fisher Investments
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Focus Financial
Royal Alliance Associates, INC.Broker
Focus Financial
Royal Alliance Associates, INC.Broker
Linsco/private Ledger CORP.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.