Charles York is a CFA, CFP-designated registered investment advisor at United Capital Financial Advisors, based in Reston, VA, 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 Alternative Investments, Annuities, Charitable Giving, Education Planning, and 7 more. Their firm serves 25,510 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable and may vary based on portfolio size, services, and custodian. Minimums and fee schedules can be modified at United Capital Financial Advisors' discretion.
Fee Estimator
Location
12030 Sunset Valley Dr, Ste 240, Reston, VA, 20191
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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 an adjunct professor of finance at George Mason University since 2017, teaching finance courses. This takes about 10-20% of his time.
Employment History
Current Registrations
United Capital Financial Advisors
Previous Registrations
Goldman Sachs & CO. LLCBroker
Bny Mellon Securities CorporationBroker
Bessemer Investor Services, INC.Broker
Tfc Financial Management 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.
Exams
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