Charles Nedele is a registered investment advisor at Theory Financial, based in Lakewood, CO, with 19 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 252 clients with $320M 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 $250K | 0.99% |
| $250K - $750K | 0.85% |
| $750K - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees are negotiable. Accounts within the same household will be combined for a reduced fee. Less active accounts may receive more favorable pricing. Employees and their family related accounts are charged a reduced fee for services.
Fee Estimator
Location
355 S Teller St, Suite 200, Lakewood, CO, 80226
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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 owns and manages a short-term rental property in Angola, IN, since 2022. He dedicates a few hours per week to this activity, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Theory Financial
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Wells Fargo Investments, LLCBroker
State Registrations1 state
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