Charles Mills is a registered investment advisor at Mills Value Adviser INC, based in Arlington, VA, 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 Investment Management. Their firm serves 26 clients with $9M 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 | 2.00% |
Fee may be waived or reduced if a client expresses displeasure with their account performance and Mills Value Adviser agrees.
Fee Estimator
Location
3101 Wilson Blvd., Suite 500, Arlington, VA, 22201
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 Activities
Charles is the President of Mills Management I and Mills Management II, both real estate investment companies, since February 2020. He dedicates a few hours per week to each company, focusing on financial management and investor relations.
Employment History
Current Registrations
Mills Value Adviser INC
Previous Registrations
Mills Value Adviser INC
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.