Charles Reagle is a registered investment advisor at Grey Ledge Advisors, LLC, based in Guilford, CT, with 8 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, Investment Management, Retirement Planning. Their firm serves 829 clients with $540M 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% |
| $1M+ | 0.87% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
One Park Street, Guilford, CT, 06437
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is an adjunct lecturer at Southern Connecticut State University, teaching an undergraduate marketing course since 2016. This takes about 10-20% of his time, with no hours devoted during trading hours.
Employment History
Current Registrations
Grey Ledge Advisors, LLC
Previous Registrations
Diastole Wealth Management
State Registrations1 state
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