Charles Alvey
Charles Alvey is a CFP-designated registered investment advisor at Oneascent Financial Services LLC, based in Louisville, KY, with 9 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, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 5,279 clients with $3.5B 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% |
Fees generally range from 0.50% to 2.00% per annum depending on the account type, asset size, and complexity. Fees are negotiable.
Fee Estimator
Location
4350 Brownsboro Road, Suite 110, Louisville, KY, 40207
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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 Partner/Vice President and Financial Advisor at Dan Hardt Financial Services, dedicating full-time hours to these investment-related roles. He also works as an insurance agent for the same company, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Oneascent Financial Services LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
G. A. Repple & Company
G. A. Repple & CompanyBroker
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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