Charles Bourquin
Charles Bourquin is a registered investment advisor at Mid-American Wealth Advisory Group, based in Kansas City, MO, with 1 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 958 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are paid monthly in arrears based on the average daily balance of assets under management.
Fee Estimator
Location
7505 NW Tiffany Springs Parkway, 4th Floor, Kansas City, MO, 64153
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 →Other Business ActivitiesSells Insurance
Charles is a fixed insurance agent and producer for Financial Independence Group, focusing on life insurance sales as part of clients' financial plans. This takes about a quarter of his time, with minimal time spent during trading hours.
Employment History
Current Registrations
Mid-American Wealth Advisory Group
Previous Registrations
49 Financial
State Registrations2 states
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
More Advisors
- Mark FalterMid-American Wealth Advisory Group
- Steven Anderson, CFPFirst National Advisers, LLC
- James Peavey, CFP, ChFCRaymond James Financial Services Advisors, INC
- Bret Ohlhausen, ChFCState Farm Investment Management CORP.
- Frank Maggiorotto, CFA, CFPFirst National Advisers, LLC
- Kyle Hill, CFPSmartpath Advisors