Charles Mylrea is a registered investment advisor at Efs Advisors, based in Stillwater, MN, with 16 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 Estate Planning, Investment Management, Retirement Planning. Their firm serves 21,701 clients with $2.4B 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 $210K | 1.04% |
| $210K - $500K | 0.96% |
| $500K - $1.0M | 0.88% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.68% |
| $10M+ | 0.60% |
Fixed income and cash management accounts use a separate schedule (0.60% up to $100k, 0.36% above). Security Benefit Group participants pay 0.96% up to $500k. Accounts under $25,000 pay an additional $14 annual administrative fee.
Fee Estimator
Location
1950 Northwestern Ave #106, Stillwater, MN, 55082
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 the Owner/President of Cmylrea LLC, established for tax purposes and as a pass-through entity for business-related activities associated with EFS Advisors. He spends minimal time on administrative tasks related to the LLC.
Employment History
Current Registrations
Efs Advisors
Advanced Advisor Group, LLCBroker
Previous Registrations
Northland Asset Management
Northland Asset Management
Northland Securities, INC.Broker
State Registrations10 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
- Jeffrey Rueber, CFAStancorp Investment Advisers, INC.
- Seth Larreau, CFPNicolet Wealth Management
- Jeffrey Hagen, CFPLPL Financial LLC
- Travis Amiot, CFPEdward Jones
- Bradley Vick, CFPLPL Financial LLC
- Jay Higgins, CFPAdvanced Advisor Group, LLC