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Charles Grant

2 Years of Experience
Charleston, SC

Charles Grant is a registered investment advisor at Denbigh Capital Management, LLC, based in Charleston, SC, with 2 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Charleston, SC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Charles owns and operates Denbigh Capital Ventures, LLC, which provides outsourced bookkeeping and accounting services to small business owners. He spends approximately 60 hours per month on this business, handling accounting journal entries and financial statement analysis.

Employment History
Current Registrations
Denbigh Capital Management, LLC
May 2023 - Present · 3 yrs
State Registrations1 state
SC
Advisor

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
No exam information available for this advisor.
Charles Grant - Financial Advisor | TrueAdvisor