Charles Toole is a CFP-designated registered investment advisor at Awm Capital, LLC, based in Atlanta, GA, with 3 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, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 467 clients with $1.5B 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% |
Annual advisory fee is up to 2.00% of assets under advisement, subject to a minimum annual fee of $20,000. Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
3565 Piedmont Road Bldg 3, Ste 105, Atlanta, GA, 30305
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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 →Employment History
Current Registrations
Awm Capital, LLC
Previous Registrations
Creative Planning
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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