Charles Cockerton is a registered investment advisor at Florin Pensions LLC, based in San Francisco, 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 Cross-Border Planning, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For clients who self-direct the investments in their UK personal pension, the annual fee is 0.5%. For clients with Florin prior to 25 July 2014, or who received a written pension review prior to this date, Florin charges an annual fee ranging from 0.25% - 0.5% per annum.
Fee Estimator
Location
201 Spear Street, Suite 1100, San Francisco, CA, 94105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Florin Pensions LLC
State Registrations2 states
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