Charles Williams is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Charleston, SC, with 8 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
1180 Sam Rittenberg Blvd, Suite 160, Charleston, SC, 29407
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Regulatory History (1)
Financial
October 2020Other Business Activities
Charles serves as a Teaching Pastor at First Baptist Church of North Charleston since 2017. He spends a few hours per week preparing sermons, preaching, and teaching Bible study.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations14 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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