Charles Fridinger is a CFP-designated registered investment advisor at Alta Advisors LLC, based in Greensboro, NC, with 19 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 8 clients with $22M 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 - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable above $10,000,000.
Fee Estimator
Location
Greensboro, NC
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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 teaches the retirement planning module of the CFP program one night a week. He also oversees a fantasy golf website, dedicating a few hours per week, and previously owned 7th Heaven Properties LLC, which was dissolved in 2009, and Alta Financial LLC, which is in the process of being dissolved after a buyout.
Employment History
Current Registrations
Alta Advisors LLC
Previous Registrations
First Citizens Investor Services, INC.
Investment Advisors
State Registrations1 state
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