Charles Pepper
Charles Pepper is a registered investment advisor at Bankers Life Advisory Services, INC., based in Mt. Pleasant,, MI, 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 11,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.
Location
304 E. Broadway Suite A, Mt. Pleasant,, MI, 48858
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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 →Other Business ActivitiesSells Insurance
Charles is an insurance agent for Bankers Life & Casualty, helping clients with healthcare and life insurance, including Medicare Supplement, annuities, and LTC. He also works as a statistician for Midland Stadium Concessions LLC, tracking game statistics for the Great Lakes Loons, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, 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.