Charles King
Charles King is a registered investment advisor at Mwa Financial Services, INC., based in Lansing, MI, with 11 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,012 clients with $640M 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 | 1.50% |
Adviser-managed and third-party managed accounts charge annual fees ranging from 0.25% to 1.50% of assets under management. Fees are negotiable.
Fee Estimator
Location
6114 Worthmore Avenue, Lansing, MI, 48917
Get directionsHistory
Regulatory History (1)
Criminal
January 2011Other Business Activities
Charles is self-employed as a traveling magician/comedian/hypnotist since 2008. He also became the owner of Sacred Union in August 2024.
Employment History
Current Registrations
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
State Registrations10 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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