Charles Farnsley
Charles Farnsley is a CFP-designated registered investment advisor at Farnsley Advisors, based in Louisville, KY, 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 Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 217 clients with $92M 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 | 1.50% |
| $250K - $500K | 1.38% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,001. Clients with accounts held directly are American Funds are billed at a flat rate of 0.50% on all account sizes.
Fee Estimator
Location
4360 Brownsboro Rd, Suite 104, Louisville, KY, 40207
Get directionsHistory
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 ActivitiesSells Insurance
Charles is a contractor for Levinson and Associates, a life insurance company, dedicating minimal time and earning commissions. He is also a member of Anubu, LLC (real estate) and a partner in Merriwether Partners (residential real estate), spending minimal time on each, and owns Longfield Holdings, LLC (residential real estate) which is professionally managed.
Employment History
Current Registrations
Farnsley Advisors
Previous Registrations
Southeast Investments, N.c., INC.Broker
L.M. Kohn & CompanyBroker
L.M. Kohn & Company
Southeast Investments, N.c., INC.Broker
Commonwealth Financial Advisors, LLC
Lasalle St Securities, L.L.C.Broker
Intersecurities, INC.Broker
State Registrations4 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.