Charles Lassiter is a CFP-designated registered investment advisor at Lassiter Financial Advisors, LLC, based in Marietta, GA, 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 Estate Planning, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lassiter Financial does not directly manage investments. Instead, Lassiter Financial recommends investment managers to clients. If a client chooses to retain a manager recommended by Lassiter Financial, Lassiter Financial receives a portion of the manager's fee. The total fee charged to a client introduced by Lassiter Financial will not be greater than the total fee that manager charges a client not introduced by an investment consultant.
Location
Marietta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lassiter Financial Advisors, LLC
State Registrations1 state
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