Charles Manberg
Charles Manberg is a CFP-designated registered investment advisor at Strategic Income Group LLC, based in Peoria, AZ, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 368 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.45% |
Fees are generally negotiable based on scope and complexity. Households with less than $60,000 average per account are subject to an annual $80 administrative fee.
Fee Estimator
Location
20542 N. Lake Pleasant Rd #119, Peoria, AZ, 85382
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2013Other Business Activities
Charles owns and manages multiple investment-related LLCs (CG13 Properties, Manberg Capital LLC, Manberg Holdings, LLC, and Manberg Investments, LLC) focused on real estate and investment activities. He dedicates a few hours per week to these ventures.
Employment History
Current Registrations
Strategic Income Group LLC
Previous Registrations
Edward Jones
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.
Exams
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