Charles Mahaffey is a registered investment advisor at Franklin Street Advisors INC., based in Chapel Hill, NC, 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 High Net Worth, Investment Management. Their firm serves 414 clients with $3.9B 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 $5.0M | 1.00% |
| $5M+ | 0.75% |
For accounts holding equity, cash and/or mixed assets. Fees are negotiable. Minimum annual fee of $7,500. For accounts holding fixed income and cash assets only: 0.50% annual fee on all assets $5 million or less; 0.375% annual fee on all assets over $5 million.
Fee Estimator
Location
1450 Raleigh Road, Suite 300, Chapel Hill, NC, 27517-8833
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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
Franklin Street Advisors INC.
Previous Registrations
Oak River Investment Advisors
State Registrations2 states
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