Charles White is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Raleigh, NC, with 11 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. Their firm serves 2,401,763 clients with $1400B 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 $100K | 0.85% |
| $100K - $250K | 0.80% |
| $250K+ | 0.70% |
Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.
Fee Estimator
Location
4509 Creedmoor Rd, Suite 101, Raleigh, NC, 27612-3859
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 Activities
Charles is a trustee, general partner/managing member of several LLCs (CB White Properties LLC and CB White FL Properties LLC) and a Vice President of CBD Development Inc., all related to property holding and rental. He also serves as an advisory board member for Riverside Avondale Preservation, a charitable organization, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 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
More Advisors
- Michael Venter, CFAStrategic Advisers LLC
- Krystal WilliamsStrategic Advisers LLC
- Joshua SpainhourStrategic Advisers LLC
- Alexander Green, CFPStrategic Advisers LLC
- Alexis WilkinsStrategic Advisers LLC
- Larry Melton, CFPStrategic Advisers LLC