Areas of Practice
Compensation
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Fee Structure
Wellment Financial offers investment management services through a wrap fee program. The total investment advisory fee will not exceed 2.0% annually, which includes Wellment's advisory fee, the sub-advisor's fee, the model manager fee (if applicable), and transaction costs. Fees are negotiable based on factors like the client's situation and potential for additional deposits. Fees are charged monthly, based on the average daily balance of your account.
Location
444 N. York Street, Elmhurst, IL, 60126
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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 ActivitiesSells Insurance
Charles is a licensed insurance agent at FSR Insurance Planning, Ltd. since 2020, assisting with sales and service of life insurance and fixed annuity products, dedicating about 10-20% of his time.
Employment History
Current Registrations
Fsr Wealth Strategies
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.