Charles Robinson is a registered investment advisor at Summit Financial, LLC, based in Charlotte, NC, with 20 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,865 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Financial offers various investment management programs. Financial advisors set their own advisory fees, but the maximum advisory fee for all programs is 1.50%. Clients in certain programs may also pay a program fee. Clients invested in the Tax-Deferred Strategies Portfolios are charged a monthly platform fee of $20/month by Nationwide, plus a "Low Cost Fund Platform Fee" up to 0.35% annually. Fees are negotiable.
Location
3440 Toringdon Way, Suite 205, Charlotte, NC, 28277
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is a sole member of 23 Planning, LLC and 23 Acorn, LLC, and a member of D9C2 Holdings, LLC, 4211 E. Cotton, LLC, and DAC-ENC Properties, LLC, all related to real estate investments. He also serves as a board member for MS4MS and refers clients to Fieldpoint Private Bank & Trust.
Employment History
Current Registrations
Summit Financial, LLC
Previous Registrations
Keebeck Wealth Management LLC
Cornerstone Wealth
Cornerstone Wealth
LPL Financial LLCBroker
NFP Securities, INC.
NFP Securities, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Edward JonesBroker
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.