Charles Feehely is a CFP-designated registered investment advisor at Xypn Invest, based in Bozeman, MT, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 705 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
XY Investment Solutions offers investment management services for a fee based on a percentage of your portfolio. The fee can be up to 1.5% per year. The specific fee is negotiable and detailed in your investment advisory agreement.
Location
24 E. Main Street, Bozeman, MT, 59715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is the founder and financial coach at MoneyArmor LLC, spending a few hours per week providing financial coaching and educational services. He is also a managing member of Blue Moon Falls LLC, a real estate rental company, dedicating minimal time to it, and an Assistant Chief Deputy at the U.S. Marshals Service, working full-time.
Employment History
Current Registrations
Xypn Invest
Previous Registrations
Valor Wealth Partners
Xypn Invest
Charles Michael Financial LLC
State Registrations1 state
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