Charles Berry
Charles Berry is a registered investment advisor at Advisor Resource Council, based in Prosper, TX, with 21 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 11,836 clients with $3.5B 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% |
Maximum annual fee shown for the wrap fee program is 2.50%, and traditional asset management is 2.25%. Flat annual fee schedules are also available.
Fee Estimator
Location
Prosper, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2006Other Business Activities
Charles operates CSB Wealth Management, LLC as a DBA for his LPL business. He also provides investment advisory services through Advisor Resource Council, spending nearly full-time on this activity.
Employment History
Current Registrations
Advisor Resource Council
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations9 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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