Charolette Mckinney
Charolette Mckinney is a registered investment advisor at Aquilant Advisors, based in St. Louis, MO, with 20 years of industry experience. Charolette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 295 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aquilant Advisors offers ongoing investment management services where they manage your investments based on your financial situation, investment goals, and risk tolerance. The annual fee can be up to 2.25% of your portfolio, billed quarterly in advance. At the advisor's discretion, clients may be offered asset management services on a flat annual fee basis, charged up to 1.5% of the account's value of September 30th of each year, billed quarterly in advance. Fees are negotiable based on factors like client type and account complexity. You'll also pay commissions and fees charged by the custodian for trades.
Location
12444 Powerscourt Dr. Suite 370, St. Louis, MO, 63131
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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 ActivitiesSells Insurance
Charolette is an independent insurance agent for various companies since 2021, but dedicates minimal time to it. She also co-owns a pet supply/stained glass business and a china resale business, dedicating full-time hours to the latter.
Employment History
Current Registrations
Aquilant Advisors
Previous Registrations
Cambridge Investment Research, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Signator Investors, INC.Broker
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.