Charles Green
Charles Green is a registered investment advisor at Sensible Wealth Management, INC., based in Miami, FL, with 15 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 2 clients with $46K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sensible Wealth Management charges an annual fee based on the value of the assets they manage. The fee will not exceed 1.00% of the assets under management.
Unless there are unique circumstances, the customary fee structure is:
- General securities accounts: The higher of $125.00 annually or .70% on an annualized basis.
- Bond only accounts: The higher of $125.00 annually or .20% on an annualized basis.
The fee is negotiable depending on the complexity of your financial situation and the services provided.
Location
Miami, FL
Get directionsHistory
Regulatory History (1)
Criminal
July 1997Other 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.
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
First Investors CorporationBroker
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.