Charles Robertson
Charles Robertson is a registered investment advisor at Plagens & Taylor Wealth Management, based in San Angelo, TX, with 23 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 389 clients with $320M 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 $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Rates shown are for individual accounts with more than 50% equity funds. Fees are negotiable for amounts over $5,000,000. Separate schedules apply for blended and fixed income accounts with lower percentages.
Fee Estimator
Location
517 W. Twohig Avenue, San Angelo, TX, 76903
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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 the Owner, Manager, and IAR of Dreher Investment Services, Inc. since 1994 and an IAR of Plagens & Taylor Wealth Management since 2025, both RIAs. He dedicates about half of his time to each business.
Employment History
Current Registrations
Plagens & Taylor Wealth Management
Previous Registrations
Dreher Investment Services, INC.
Dreher Company
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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