Charles Armstrong is a registered investment advisor at D2 Capital Management, based in Jacksonville, FL, 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 92 clients with $22M 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 | 1.00% |
D2 allows each Investment Adviser Representative (IAR) to determine their own fee schedule, break points (if any), and issue fee addendums at their discretion. As a result, D2 clients may pay less than the standard Advisory Fee. D2 also offers performance-based fees to qualified investors.
Fee Estimator
Location
1301 Riverplace Blvd, Suite 800, Jacksonville, FL, 32207
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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 →Employment History
Current Registrations
D2 Capital Management
Previous Registrations
New England Securities Corporation
Waddell & Reed, 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.