Charles Gray
Charles Gray is a registered investment advisor at Wealthcare Advisory Partners LLC, based in West Chester, PA, with 10 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
1065 Andrew Drive, West Chester, PA, 19380
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Regulatory History (1)
Criminal
March 1993Other 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
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations2 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.