Charles Stiegemeier is a registered investment advisor at Charles Capital, based in Papillion, NE, 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 High Net Worth, Investment Management. Their firm serves 6 clients with $850K 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 | 2.00% |
Maximum fee is 2% annually, negotiable based on various factors.
Fee Estimator
Location
Papillion, NE
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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.
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Charles works as a Project Lead Engineer for Aldridge Electric, an electrical contractor. This non-investment related activity takes nearly full-time hours.
Employment History
Current Registrations
Charles Capital
State Registrations2 states
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