Charles Sterling is a registered investment advisor at Deafinvest, based in Tysons, VA, with 16 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 70 clients with $14M 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 | 1.00% |
| $100K - $1000K | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.70% |
Schedule is for Robo-advisor Advisory Portfolio Management Service. Fees are not negotiable. Hand-On Advisory Portfolio Management Service fees are negotiable up to a maximum of 2%.
Fee Estimator
Location
1775 Tysons Blvd, 4th Floor #04160, Tysons, VA, 22102
Get directionsHistory
Regulatory History (2)
Regulatory
April 2021Regulatory
August 2018Other Business Activities
Charles conducts tax preparation, tax consulting, and bookkeeping for clients as a staff member of DeafTax LLC since 2008. This takes about half of Charles's time.
Employment History
Current Registrations
Deafinvest
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Investors Capital CORP.Broker
Schwarz Financial Services LLC
Royal Alliance Associates, INC.Broker
State Registrations5 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.