Charles Trew
Charles Trew is a registered investment advisor at Bellwether Investment Group, LLC, based in Dalton, GA, with 2 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 313 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual investment advisory fee is negotiable up to 2.00%. Financial planning is generally included for investment management clients.
Fee Estimator
Location
1287 Dawsonville Rd. NE, Dalton, GA, 30721
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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 →Other Business ActivitiesSells Insurance
Charles is a managing member of Trew Tax & Insurance LLC, providing tax preparation and insurance services, dedicating nearly full-time hours to it. He is also a partner in C&T Investments Partnership LLC, a real estate management company, spending minimal time on it, and a manager at Trew Income Tax & Bookkeeping Service Inc., spending nearly full-time hours on it.
Employment History
Current Registrations
Bellwether Investment 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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