Charles Sours is a registered investment advisor at Ally Invest Advisors, based in Alamogordo, NM, with 6 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 83,199 clients with $1.7B 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 | 0.85% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.75% |
Rates apply to the Personal Advice service. Other programs include Market-Focused Robo Portfolios at a flat 0.30% and Guided Advice at a flat 0.50%. Cash-Enhanced Robo Portfolios have no advisory fee.
Fee Estimator
Location
Alamogordo, NM
Get directionsHistory
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 owns Land of Enchantment Deals, an online retailer, and Sours Real Estate LLC, which houses a rental property. He also works as a Specialist for Ally Invest Advisors and Ally Bank, supporting customers and performing account maintenance; these roles take about a quarter of his time each.
Employment History
Current Registrations
Ally Invest Advisors
Ally Invest Securities LLCBroker
Ally Invest Securities LLC
Previous Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
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
More Advisors
- Kris Holt, ChFCEdward Jones
- Amy Tillotson, ChFCState Farm Investment Management CORP.
- Megan Wade, CFPEdward Jones