Charles Debenon
Charles Debenon is a PFS-designated registered investment advisor at Lifeplan Financial Services, LP, based in Kingwood, TX, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 140 clients with $96M 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 $250K | 0.95% |
| $250K - $500K | 0.85% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.55% |
| $2.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
These fees apply when not using SEI investment strategies. Minimum fee is $1,000 per year. Fees are negotiable. There is a separate fee schedule for 3rd party advisor management (using SEI investment strategies).
Fee Estimator
Location
1521 Green Oak Place, #194, Kingwood, TX, 77339
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2007Other Business ActivitiesSells Insurance
Charles is an insurance agent offering disability, long-term care, and traditional life insurance, dedicating a few hours per week to this activity. He also owns and manages Humble-Kingwood Business Services, a tax preparation business, which takes nearly full-time hours.
Employment History
Current Registrations
Lifeplan Financial Services, LP
Previous Registrations
Lincoln Financial Securities Corporation
Woodbury Financial Services, INC.
State Registrations2 states
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.