Charles Brown
Charles Brown is a CFP-designated registered investment advisor at M.brown Financial Advisors, based in Naperville, IL, with 14 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees are maximum rates and are negotiable. Clients affiliated with previous advisors may receive a 0.10% discount.
Fee Estimator
Location
2728 Forgue Dr, Suite 100, Naperville, IL, 60564
Get directionsHistory
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 ActivitiesSells Insurance
Charles is an insurance agent selling life and health insurance, dedicating minimal time to this activity. He is also the HOA president for The Manors of White Eagle Home Owners Association, assisting with financial decisions and spending minimal time on this role.
Employment History
Current Registrations
M.brown Financial Advisors
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
State Registrations9 states
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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