Charles Massie
Charles Massie is a CFP-designated registered investment advisor at Blackridge Asset Management, LLC, based in Fort Myers, FL, with 22 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,433 clients with $220M 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% |
Fees range from 0.25% to 2.50% annually depending on the program, services provided, account size, and negotiation with your representative.
Fee Estimator
Location
15961 McGregor Blvd, Suite 2, Fort Myers, FL, 33908
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 the President of Charles Abels Massie, CPA, PA, focusing on tax preparation, but spends minimal time on it. He is also an IAR with Blackridge Asset Management, LLC and the President of Massie & Associates Financial Planning Group, where he focuses on sales and consulting, dedicating about a quarter of his time.
Employment History
Current Registrations
Blackridge Asset Management, LLC
Peak Brokerage Services, LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations3 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.
Exams
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