Charles Chesebrough is a registered investment advisor at Moran Wealth Management, LLC, based in Naples, FL, 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 Alternative Investments, Annuities, Charitable Giving, Education Planning, and 7 more. Their firm serves 1,694 clients with $5.1B 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 | 1.25% |
Fees range between 0.10% and 1.25% annually depending on portfolio size, composition, and services rendered. Self-directed custody accounts may be charged up to 0.10%.
Fee Estimator
Location
5801 Pelican Bay Blvd, Suite 110, Naples, FL, 34108
Get directionsHistory
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 serves as the treasurer for the Barrington Club Homeowners Association, attending meetings and overseeing financial statements. This activity requires minimal time.
Employment History
Current Registrations
Moran Wealth Management, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
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
More Advisors
- Richard Simpson, CFP, ChFCMoran Wealth Management, LLC
- Devon Banning, CFPMoran Wealth Management, LLC
- Stefanie Murray, CFPMoran Wealth Management, LLC
- Kory KellyMoran Wealth Management, LLC
- Thomas MoranMoran Wealth Management, LLC
- Tyler Hardt, CFAMoran Wealth Management, LLC