Charles Bender is a CFP-designated registered investment advisor at Financial Consulate, based in Hunt Valley, MD, with 14 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, Federal Employees, Financial Planning & Coaching, and 4 more. Their firm serves 849 clients with $1.1B 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 | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Some accounts may be billed at a different rate based on other factors. Fees are negotiable on a client-to-client basis. The firm also retains discretion to modify the fee structure in writing to the client.
Fee Estimator
Contact
Charles Bender
Location
11019 Mccormick Road, Suite 200, Hunt Valley, MD, 21031
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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
Financial Consulate
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
Additional Information
Chuck is the Chief Financial Officer at the Financial Consulate. He is a Certified Public Accountant (CPA), a Certified Financial Planner™ (CFP®) practitioner and has earned his Masters of Business Administration from Loyola College in Maryland in addition to his undergraduate degree from Virginia Tech.