Charles Patton is a CFA-designated registered investment advisor at Gridline, based in Atlanta, GA, 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 19 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gridline Advisors manages investments for pooled investment funds, not directly for individuals. Investors in these funds generally pay an annual management fee between 0.25% and 1.00%, depending on the amount of capital invested and the fund structure. This fee is deducted from the fund's escrow account at the time of each capital contribution.
Location
10 10th St Nw, Suite 160, Atlanta, GA, 30309
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
Gridline
Previous Registrations
Gridline
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.