Charles Veeneman
Charles Veeneman is a registered investment advisor at Best Investment Options, LLC, based in Louisville, KY, with 17 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $1.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Best Investment Options charges an annual fee of up to 2.00% of the value of your portfolio. The fee is calculated daily but charged quarterly. The specific fee is negotiated with each client based on factors such as the amount of assets managed and the level of service provided.
Location
2527 Nelson Miller Parkway, Suite 205, Louisville, KY, 40223
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Regulatory History (1)
Regulatory
October 2009Other Business Activities
Charles is the president and sole owner of Charles J. Veeneman, CPA, PSC, a CPA firm, dedicating nearly full-time hours. He also owns Office Administrators, Inc., a bookkeeping service, taking about 10-20% of his time, and serves as treasurer for the city of Northfield, KY, dedicating a few hours per week.
Employment History
Current Registrations
Best Investment Options, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, 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.