Charles Allison is a CFP, ChFC-designated registered investment advisor at Oarsman Capital, INC, based in Milwaukee, WI, with 13 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 655 clients with $930M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
These fees are for clients other than LRC clients. LRC clients have a different fee schedule. Subject to a minimum account size of $1,000,000 (though this may be waived at OCI’s or LRC’s discretion).
Fee Estimator
Location
790 North Water Street, Suite 1850, Milwaukee, WI, 53202
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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
Oarsman Capital, INC
Previous Registrations
Johnson Wealth INC.
Cleary Gull INC.
Cleary Gull INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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