Charles Reader is a CFP-designated registered investment advisor at Illuminate Wealth Management, based in Shelbyville, KY, with 11 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, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 77 clients with $170M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Minimum total annual fee of $10,000 for standalone investment management. Fees are negotiable.
Fee Estimator
Contact
Charles Reader
Location
Shelbyville, KY
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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
Illuminate Wealth Management
Previous Registrations
Different by Design Financial Planning
Leading Edge Financial Planning LLC
Solitude Financial Services, INC.
Different by Design Financial Planning
Coats Financial Planning
State Registrations1 state
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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