Charles Burkes
Charles Burkes is a registered investment advisor at Osaic Wealth, INC., based in Oklahoma City, OK, 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 Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
101 Park Ave Ste 400, Oklahoma City, OK, 73102
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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 ActivitiesSells Insurance
Charles operates DBM Wealth Management, which includes insurance sales, and is the Chief Compliance Officer of DBM Advisors LLC, providing independent investment advisory services. He is also a Managing Partner at DBM Real Estate and a Financial Advisor with Securities America Advisors, focusing on investment advisory services; each of these roles takes about 10-20% of his time or less.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Dbm Advisors, LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
State Registrations25 states
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