Charles Bender is a CFP-designated registered investment advisor at Financial Consulate, based in Gettysburg, PA, 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 Annuities, Business Owners, Charitable Giving, Corporate Executives, and 9 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% |
Rates shown are for managed portfolios including equity. Income portfolios without equity, separately managed income accounts, and guaranteed withdrawal annuities are charged 0.50% or 0.25% of all assets. Fees are negotiable.
Fee Estimator
Contact
Charles Bender
Location
1302 Proline Place, Gettysburg, PA, 17325
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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.
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