Charles Waddell is a registered investment advisor at Faircourt Partners, LLC, based in Chicago, IL, with 11 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 85 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Faircourt Partners charges a percentage of your portfolio annually for wealth management services. The specific fee is negotiable and can range from 0.25% to 0.50% per year, depending on factors like the size of your account and the complexity of the services provided. Fees are billed quarterly in advance.
Location
1 East Wacker Drive, Suite 2505, Chicago, IL, 60601
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 →Employment History
Current Registrations
Faircourt Partners, LLC
Previous Registrations
Forest Capital Management, LLC
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.