Charles Tines is a registered investment advisor at Tines Capital, LLC, based in Tulsa, OK, with 6 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 31 clients with $5M 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 | 2.00% |
Standard fee is 2.00% of assets under management, with overall strategy fees ranging from 1.00% to 2.00%. Fees are negotiable in certain cases.
Fee Estimator
Location
Tulsa, OK
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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 is a contractor as a trade leader for Collective2.com since 2017, maintaining and trading trading algorithms, dedicating minimal time.
Employment History
Current Registrations
Tines Capital, LLC
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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