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Charles Gray

Wealthcare Advisory Partners LLC
11 Years of Experience
Shreveport, LA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Charles Gray is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Shreveport, LA, with 11 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 10,948 clients with $8.3B in assets under management.

Wealthcare Advisory Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
10,948 clients
Average Client Portfolio
$757K average
Assets Under Management
$8.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Maximum fee rate is up to 1.85% based on account size, investment types, and restrictions. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

400 Travis Street, Suite 518, Shreveport, LA, 71101

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History

Regulatory History (1)
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Criminal
March 1993
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Charles works as an insurance agent, dedicating a few hours per week to assisting clients with purchasing insurance products. He is also a co-owner of BDD Operations LLC, a real estate development, rental, and leasing company, but has no actual responsibilities and spends minimal time on it.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
October 2023 - Present · 3 yrs
Previous Registrations
Pruco Securities, LLC.Broker
November 2020 - October 2023 · 2 yrs 11 mos
Prudential Financial Planning Services
November 2020 - October 2023 · 2 yrs 11 mos
Wells Fargo Clearing Services, LLC
March 2017 - November 2020 · 3 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
February 2017 - November 2020 · 3 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
February 2005 - August 2006 · 1 yr 6 mos
State Registrations2 states
LATX
Advisor

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
No exam information available for this advisor.
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