Charles Howard is a registered investment advisor at Athenainvest Advisors LLC, based in Greenwood Village, CO, 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 23 clients with $80M 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 $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable above $1 million.
Fee Estimator
Location
5340 S. Quebec St., Suite 320-S, Greenwood Village, CO, 80111
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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 →Other Business Activities
Charles is the CEO and Director of Research for Athenainvest, Inc., a software services data provider, since 2005. This non-investment related activity takes a few hours per week and is currently uncompensated.
Employment History
Current Registrations
Athenainvest Advisors LLC
Previous Registrations
Athenainvest Advisors LLC
State Registrations1 state
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