| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
For clients that transition to the Firm due to their advisor joining the Firm, previously contracted fee schedules will be honored, when possible.
Cave Creek, AZ
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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 →Charles is a special advisor to the Retirement Income Industry Association, a managing member of Wealth Planning Consultants, LLC, a managing partner of A+ College Planning Advisors, LLC and Montebello Investors, LLC, and a member/manager of CCR Advisors, LLC. These activities require minimal time commitment.