Charles Todd is a registered investment advisor at Csenge Advisory Group, LLC, based in Cordova, TN, with 3 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, High Net Worth, and 3 more. Their firm serves 7,199 clients with $3.2B 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 | 2.35% |
Maximum annual fee is 2.35% for asset management programs, 1.50% for asset allocation services, and up to 2.5% for third-party management programs. Fees are negotiable.
Fee Estimator
Location
8425 Valley Springs Cv, Cordova, TN, 38018
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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.
Learn about disclosures →Employment History
Current Registrations
Csenge Advisory Group, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
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
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