Charles Sachs is a CFP-designated registered investment advisor at Mariner Independent, based in Coral Gables, FL, with 15 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,051 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Platform Solutions charges an annual fee based on a percentage of your portfolio. This fee can range up to 2.50% per year, depending on the services provided and other factors. The firm may also apply a minimum fee. If you receive financial planning and consulting services in addition to investment advice, you may be subject to an additional fee. Fees are generally billed in advance on a quarterly basis. The management fee is negotiable.
Location
2850 S Douglas Road, Suite 302, Coral Gables, FL, 33134
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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.
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Charles offers investment services through Mariner Platform Solutions/Mariner Independent under the name Imperio Wealth. This activity, which started in November 2024, takes nearly full-time hours.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Kaufman Rossin Wealth, LLC
Creative Planning
Gupta Wealth Management, LLC
Private Wealth Counsel, INC.
Evensky & Katz, LLC
Portfolio Matters, 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.