Charles Thomas is a registered investment advisor at Northstar Financial Planners, INC., based in Plantation, FL, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 358 clients with $310M 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 - $2.0M | 1.00% |
| $2M+ | 0.75% |
Advisory fee is negotiable and will not exceed an annualized fee of 1.50%.
Fee Estimator
Contact
Charles Thomas
Location
1250 S. Pine Island Road, Suite 275, Plantation, FL, 33324
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 →Employment History
Current Registrations
Northstar Financial Planners, INC.
State Registrations1 state
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
Additional Information
Like many residents of South Florida, I relocated from Arkansas to enjoy the warm winters and the beauty of the state. I am a proud graduate of Southern Arkansas University, where I earned my Bachelor's degree in Finance and subsequently pursued my Master's in Business Administration, all while actively competing in college basketball. Following my graduation, I moved to South Florida to further my professional career and obtained my CERTIFIED FINANCIAL PROFESSIONAL™ certification.