Elden Charles is a registered investment advisor at Vestted Wealth Advisors, based in New Braunfels, TX. Elden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $50.0M | 1.00% |
| $50M+ | 1.00% |
Fees for accounts over $50,000,000 are negotiated below 1.00%. Related household accounts may be aggregated for fee calculation at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
New Braunfels, TX
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
April 2019Employment History
Current Registrations
Vestted Wealth Advisors
May 2026 - Present · 5 mos
State Registrations1 state
TX
Advisor
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.
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