Charles Steele
Charles Steele is a CFP-designated registered investment advisor at Steele Financial Studios, based in Atlanta, GA, 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 Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 26 clients with $11M 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 - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees may be negotiated based on factors including, but not limited to, the size of the account, anticipated future contributions, complexity of services, and overall relationship with the Client.
Fee Estimator
Location
3101 Cobb Pkwy Se, Suite 124, Atlanta, GA, 30339
Get directionsHistory
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 ActivitiesSells Insurance
Charles is a producing investment advisor representative (IAR) with Oxygen Financial and Kestra Advisory Services, spending nearly full-time on these activities. He also offers insurance products through Oxygen Financial and provides consulting services, including tax and business consulting, dedicating minimal time to these.
Employment History
Current Registrations
Steele Financial Studios
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, 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.