Charles Herman
Charles Herman is a ChFC-designated registered investment advisor at Authentic Financial Planning, based in Peoria, AZ, with 4 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 2 more. Their firm serves 3 clients with $150K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.55% |
| $2M+ | 0.30% |
Fees may be negotiable at the firm's discretion.
Fee Estimator
Location
Peoria, AZ
Get directionsHistory
Regulatory History (1)
Criminal
May 2001Other Business ActivitiesSells Insurance
Charles is involved in several outside business activities, including tax preparation and accounting, mortgage brokering, owning a life and health insurance agency, and residential real estate sales. He dedicates about 10-20% of his time to tax preparation and accounting, a few hours per week to mortgage brokering, minimal time to the insurance agency, and minimal time to real estate sales.
Employment History
Current Registrations
Authentic Financial Planning
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.