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Charles Labanowski

2 Years of Experience
Dallas, TX

Charles Labanowski is a registered investment advisor at Goodlander Investment Management, LLC, based in Dallas, TX, 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. Their firm serves 2 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$162.1M average
Assets Under Management
$324.1M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Goodlander charges a management fee to its clients, generally at the same rate as charged to the Feeder Funds.

The annual management fee is 1.25% for Founders Class capital accounts and 1.50% for other capital accounts, charged quarterly in advance. The management fee is calculated based on the fair market value of the managed assets as reported by the custodian(s) at the close of market on the last business day of the previous calendar quarter, including cash.

Goodlander also charges a performance fee at a rate equal to 15% of any New Trading Profit.

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Location

3333 Lee Parkway, Suite 740, Dallas, TX, 75219

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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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Employment History
Current Registrations
Goodlander Investment Management, LLC
October 2023 - Present · 2 yrs 7 mos
State Registrations1 state
TX
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.