Charles Zodda
Charles Zodda is a registered investment advisor at Armstrong Advisory Group INC., based in Portsmouth, NH, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,494 clients with $1.7B 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 $1.0M | 1.25% |
| $1.0M - $3.5M | 1.00% |
| $3.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Default annual rates shown. Negotiable rates may apply. Fees are billed monthly in arrears based on average daily market value.
Fee Estimator
Location
One New Hampshire Ave, Suite 125, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2017Customer Dispute
December 2011Other Business ActivitiesSells Insurance
Charles is a licensed insurance agent, though he spends minimal time on it. He also co-hosts a radio program called "The Financial Exchange" for 2 hours a day and is a TV commentator for 8 hours a week, in addition to other activities.
Employment History
Current Registrations
Armstrong Advisory Group INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations2 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
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