Charles Grigsby
Charles Grigsby is a CFP-designated registered investment advisor at Forum Private Client Group, based in Fishers, IN, with 5 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 635 clients with $400M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.75% |
Fees negotiable above $2,500,001. The total managed account fee will include FORUM’s tiered fee, plus a model manager and platform fee if a sub-adviser platform is utilized (sub-adviser’s fee portion is non-negotiable).
Fee Estimator
Location
11313 Usa Parkway, Fishers, IN, 46037-0000
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 ActivitiesSells Insurance
Charles is a member of Forum Credit Union's 401k investment committee. He is also licensed to sell life and health insurance in Indiana.
Employment History
Current Registrations
Forum Private Client Group
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.