CH
CFP
CH
CFP

Charles Hutchinson

4 Years of Experience
Eden Prairie, MN
BrokerSells Insurance

Charles Hutchinson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Eden Prairie, MN, with 4 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7820 Terrey Pine Ct, #200, Eden Prairie, MN, 55347

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Charles is a sole proprietor providing insurance services as an insurance agent since March 2025. This activity takes about a quarter of his time.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
Strategic Wealth Group
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - April 2025 · 1 mo
Fidelity Personal and Workplace Advisors
April 2022 - March 2025 · 2 yrs 11 mos
Fidelity Brokerage Services LLCBroker
December 2021 - April 2025 · 3 yrs 4 mos
State Registrations1 state
MN
AdvisorBrokerBoth

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.
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