Charles Harriman
Charles Harriman is a registered investment advisor at Cloud Investments, LLC, based in Huntsville, AL, with 12 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 995 clients with $400M 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 $250K | 1.80% |
| $250K - $500K | 1.70% |
| $500K - $1000K | 1.60% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.35% |
The annual fee may be negotiable depending upon the amount of assets and client relationship.
Fee Estimator
Location
200 Clinton Ave, Suite 1020, Huntsville, AL, 35801
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 assistant baseball director for the American League, spending a few hours per week on this non-investment related activity. He is also an insurance agent with Cloud Financial, Inc., dedicating full-time hours to meeting with clients and leading the marketing division.
Employment History
Current Registrations
Cloud Investments, LLC
Previous Registrations
Precision Capital Management
Horter Investment Management, LLC
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.