Charles Emanuel
Charles Emanuel is a registered investment advisor at Apex Strategic Wealth, LLC, based in Chattanooga, TN, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 604 clients with $290M 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 | 2.25% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $5.0M | 1.55% |
| $5.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.90% |
| $50M+ | 0.80% |
Fees are blended across tiers. The firm imposes a minimum annual fee of $2,000 per household and may charge an annual technology fee of up to $65. Fees are negotiable.
Fee Estimator
Location
3800 St. Elmo Ave., Suite 129, Chattanooga, TN, 37409
Get directionsHistory
Regulatory History (1)
Criminal
August 2015Employment History
Current Registrations
Apex Strategic Wealth, LLC
Previous Registrations
Innovative Advisory Partners, LLC
LPL Financial LLC
Innovative Advisory Partners, LLC
Barnett & CO INC
Morgan Keegan & Company, INC.
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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