Charles Blaylock
Charles Blaylock is a CFA-designated registered investment advisor at Corvum Investment Management, based in Texarkana, TX, with 5 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K+ | 0.25% |
Fees are negotiable and may be higher or lower depending on the complexity of the client’s situation. Clients may also agree to a flat fee or a flat fee and AUM fee.
Fee Estimator
Location
Texarkana, TX
Get directionsHistory
Regulatory History (1)
Criminal
December 1990Other Business Activities
Charles is employed as an Associate Professor of Finance at Texas A&M University - Texarkana. He dedicates about 10-20% of his time to this activity during trading hours.
Employment History
Current Registrations
Corvum Investment Management
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.