Charles Edson is a CFP-designated registered investment advisor at Wealth Being Advisors LLC, based in Hermosa Beach, CA, with 6 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, Education Planning, and 9 more. Their firm serves 17 clients with $2.8M 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 | 1.50% |
| $1.0M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Actual fees are negotiated based on unique client objectives, portfolio complexity, and asset types. Fees for assets over $10,000,000 are negotiable.
Fee Estimator
Contact
Charles Edson
Location
Hermosa Beach, CA
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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 Activities
Charles works as a CRM web developer for Crexi, a commercial real estate tech platform company, since May 2023. This takes about half of Charles's time.
Employment History
Current Registrations
Wealth Being Advisors LLC
Previous Registrations
Seia
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.Broker
Seia
Signator Investors, INC.Broker
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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