VC
VC

Virginia Charron

18 Years of Experience
Hastings, NE
Broker

Virginia Charron is a registered investment advisor at Wealth Advisors Network, INC., based in Hastings, NE, with 18 years of industry experience. Virginia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 494 clients with $300M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
494 clients
Average Client Portfolio
$608K average
Assets Under Management
$300.3M

Fee Structure

Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.45%
$500K - $1000K1.35%
$1.0M - $2.0M1.10%
$2.0M - $3.0M1.00%
$3.0M - $4.0M0.90%
$4.0M - $5.0M0.80%
$5.0M - $6.0M0.75%
$6.0M - $7.0M0.70%
$7.0M - $8.0M0.65%
$8.0M - $10.0M0.60%
$10M+0.55%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

201 Foundation Place Ste 100, Hastings, NE, 68901

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Virginia is the Chief Compliance Officer and Advisory Representative of Contryman Wealth Advisors since 2006, dedicating nearly full-time to investment-related activities. She is also a shareholder in Contryman Associates P.C., involved in strategic planning, and a bookkeeper for Arrow C Ranch, spending minimal time on this.

Employment History
Current Registrations
Wealth Advisors Network, INC.
March 2014 - Present · 12 yrs 1 mo
Cambridge Investment Research, INC.
June 2013 - Present · 12 yrs 10 mos
Cambridge Investment Research, INC.Broker
June 2013 - Present · 12 yrs 10 mos
Previous Registrations
1st Global Capital CORP.Broker
May 2007 - June 2013 · 6 yrs 1 mo
State Registrations1 state
NE
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.