Charles Bettendorf
Charles Bettendorf is a registered investment advisor at Greyfield Capital Management LLC, based in San Marino, CA, with 7 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greyfield Capital Management charges an investment advisory fee less than or equal to 2% of the value of your portfolio annually. The specific fee depends on factors like the legal and tax status, size of the account, and complexity of the investment strategies. Fees are negotiable. Refer to your Investment Advisory Agreement for complete details.
Location
San Marino, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Greyfield Capital Management LLC
State Registrations2 states
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