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Charles Bailey

Americana Partners, LLC
16 Years of Experience
Midland, TX
Sells Insurance
View SEC Summary
View SEC Summary

Charles Bailey is a registered investment advisor at Americana Partners, LLC, based in Midland, TX, 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 Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,818 clients with $9.1B in assets under management.

Americana Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
1,818 clients
Average Client Portfolio
$5.0M average
Assets Under Management
$9.1B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fees vary up to 2.00% depending on portfolio size, composition, and services rendered. Fees are negotiable.

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

6 Desta Drive, Suite 5950, Midland, TX, 79705

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Charles is a Private Wealth Advisor at Americana Partners, LLC, dedicating nearly full-time hours to advising clients and providing investment advice. He also works as an agent for PKS Financial and Fixed Insurance, selling fixed and traditional insurance products, spending minimal time on each.

Employment History
Current Registrations
Americana Partners, LLC
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2023 - November 2024 · 1 yr 9 mos
Morgan Stanley
July 2014 - February 2023 · 8 yrs 7 mos
Morgan StanleyBroker
July 2014 - February 2023 · 8 yrs 7 mos
Edward Jones
June 2010 - July 2014 · 4 yrs 1 mo
Edward JonesBroker
June 2010 - July 2014 · 4 yrs 1 mo
State Registrations1 state
TX
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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