Charles Reagle is a registered investment advisor at Grey Ledge Advisors, LLC, based in Guilford, CT, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 887 clients with $620M 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 are negotiable based on account complexity, asset size, and other factors.
Fee Estimator
Location
One Park Street, Guilford, CT, 06437
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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 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
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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