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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
Midway, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.