Charles Durham is a registered investment advisor at Birnam Wood Capital, LLC, based in Dallas, TX, 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 High Net Worth, Investment Management. Their firm serves 53 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The maximum annual fee charged for comprehensive portfolio management will not exceed 1.25%. Fees are negotiable.
Fee Estimator
Location
3963 Maple Avenue, Suite 300, Dallas, TX, 75219
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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 a fund advisor for Scalar Gauge Fund, LP, owner of DTC Charlie, LLC and Durham Resources, LLC, member of the board for Ardenton Capital Corporation and Scrap it, chairman and majority owner of Pello, LLC, and manager of Marathon Residential, LLC. These activities take up minimal time to a few hours per week.
Employment History
Current Registrations
Birnam Wood Capital, LLC
Previous Registrations
View Capital RIA, LP
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.