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Charles Green

Sensible Wealth Management, INC.
16 Years of Experience
Miami, FL
1 DisclosureSells Insurance
View SEC Summary
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Charles Green is a registered investment advisor at Sensible Wealth Management, INC., based in Miami, 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 Investment Management, Retirement Planning. Their firm serves 1 clients with $54K in assets under management.

Sensible Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$54K average
Assets Under Management
$54K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

General securities accounts are charged 0.70% annually with a $125 minimum. Bond-only accounts are charged 0.20% annually with a $125 minimum. Maximum asset-based fee does not exceed 1.00%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Miami, FL

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History

Regulatory History (1)
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Criminal
July 1997
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Charles is the owner/president of Sensible Health Plans & Benefits Inc, selling health and supplemental health policies, dedicating about half of his time. He is also an agent for National Life Group and Vital Financial Group, selling life and health insurance, spending about half his time on this activity as well.

Employment History
Current Registrations
Sensible Wealth Management, INC.
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
Esi Financial Advisors
May 2015 - June 2017 · 2 yrs 1 mo
Equity Services, INC.Broker
April 2015 - June 2017 · 2 yrs 2 mos
LPL Financial LLC
October 2014 - November 2014 · 1 mo
LPL Financial LLCBroker
October 2014 - November 2014 · 1 mo
Metlife Securities INC.
September 2011 - September 2014 · 3 yrs
Metlife Securities INC.Broker
August 2011 - September 2014 · 3 yrs 1 mo
Morgan Stanley Smith Barney LLC
January 2010 - June 2011 · 1 yr 5 mos
Morgan Stanley Smith BarneyBroker
November 2009 - June 2011 · 1 yr 7 mos
First Investors CorporationBroker
September 2009 - October 2009 · 1 mo
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
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