Charles Gunn is a CFP-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in Midway, UT, with 45 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 10,948 clients with $8.3B 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 | 1.85% |
Maximum fee rate is up to 1.85% based on account size, investment types, and restrictions. Fees are negotiable.
Fee Estimator
Location
Midway, UT
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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 co-owns rental real estate property since 2004 and spends minimal time on it. This activity is not investment-related.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
Osaic Wealth, INC.
Wealthcare Alliance, INC.
Wealthcare Alliance, INC.
Royal Alliance Associates, INC.
Gunn Financial Associates
Osaic Wealth, INC.Broker
Pim Financial Services, INC.Broker
Mcferrin Securities, INC.Broker
Capital Concepts Investment CORP.Broker
Mcferrin Securities, INC.Broker
Capital Concepts Investment CORP.Broker
State Registrations2 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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