Charles Mopsik is a registered investment advisor at Even Keel Advisors, based in Saratoga Springs, NY, with 12 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, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable above $10,000,001. When combined with Ongoing Comprehensive Financial Planning, EKA will manage up to $500,000 in assets without charging an additional fee. The following rates apply when combined with Ongoing Comprehensive Financial Planning: $0 - $500,000: 0.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25%
Fee Estimator
Location
Saratoga Springs, NY
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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 serves on the Palamountain Scholarship Benefit Executive Planning Committee and the Saratoga Springs Temple Sinai Board of Trustees. He owns Nimble Nano Inc. and is a Senior Partnership Specialist for Encore Vet Group, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
Even Keel Advisors
Previous Registrations
Continuum Wealth Advisors, LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
M Holdings Securities, INC.Broker
Prime Capital Services, INC.Broker
Mercer Allied Company, L.P.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.