Charles Rowan
Charles Rowan is a registered investment advisor at Balanced Wealth, INC., based in Foothill Ranch, CA, 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 Estate Planning, High Net Worth, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Balanced Wealth does not charge a separate fee for selecting and monitoring money managers. Instead, the money manager pays Balanced Wealth a portion of the fees they collect from you. The total annual management fee you'll pay ranges from 1.25% to 1.75%, and Balanced Wealth receives 0.75% of that. The exact fee and how it's withdrawn (monthly or quarterly, in advance or after) will vary depending on the money manager you choose.
Location
26632 Towne Centre Dr, Suite 300, Foothill Ranch, CA, 92610
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Charles is an independent insurance agent since 2009, dedicating about half of his time to insurance services. He is also an investment adviser representative for Balanced Wealth Management and Balanced Wealth, Inc., and a mortgage broker.
Employment History
Current Registrations
Balanced Wealth, INC.
Balanced Wealth Management
Previous Registrations
Balanced Wealth Management
State Registrations3 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.