Charles Nesmith is a CFA, CFP-designated registered investment advisor at Tobias Financial Advisors, based in Plantation, FL, 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 Alternative Investments, Business Owners, Divorce Planning, Education Planning, and 7 more. Their firm serves 383 clients with $1.2B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.65% |
| $6.0M - $8.0M | 0.50% |
| $8M+ | 0.35% |
Schedule reflects the Wealth Management service. The firm also offers an Investment Management Only service starting at 1.25% for the first $500K and 1.00% thereafter. Fees are negotiable.
Fee Estimator
Contact
Charles Nesmith
Location
1000 S. Pine Island Road, Suite 450, Plantation, FL, 33324
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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
Tobias Financial Advisors
Previous Registrations
Berman Capital Advisors, LLC
AXA Advisors, LLCBroker
Integer Wealth Advisors Group, LLC
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
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