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Charles Blatz

Benjamin F. Edwards & Company, Incorporated
46 Years of Experience
Red Bank, NJ
6 DisclosuresBroker
View SEC Summary
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Charles Blatz is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Red Bank, NJ, with 46 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Benjamin F. Edwards & Company, Incorporated
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
519 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

125 Half Mile Road, Suite 104, Red Bank, NJ, 07701

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2021
Settled
Customer Dispute
July 1997
Settled
Employment Separation After Allegations
October 1990
Customer Dispute
May 1984
Settled
Employment Separation After Allegations
November 1982
Customer Dispute
November 1982
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
January 2012 - Present · 14 yrs 9 mos
Benjamin F. Edwards & Company, INC.Broker
January 2012 - Present · 14 yrs 9 mos
Benjamin F. Edwards & Company, INC.
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - January 2012 · 4 yrs
Wells Fargo Advisors, LLC
January 2008 - January 2012 · 4 yrs
A. G. Edwards & Sons, INC.
October 2003 - January 2008 · 4 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
October 1990 - January 2008 · 17 yrs 3 mos
Prudential-Bache Securities INC.Broker
November 1982 - October 1990 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1980 - November 1982 · 2 yrs 9 mos
State Registrations27 states
AZCACOCTDEFLGAILINMAMDMEMINCNJNVNYOHORPASCTNTXVAVTWAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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