Charles Hollenbaugh is a registered investment advisor at The Ameriflex Group, based in Englewood, CO. 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 16,688 clients with $9.4B in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
AmeriFlex offers investment management through various platforms, including Cambridge Managed Account Platform (CMAP) and WealthPort wrap programs. Fees are negotiated by each advisor and are based on a percentage of the market value of assets in the account. Fees are charged monthly or quarterly, in advance or in arrears. Clients may also be responsible for platform fees and internal fund expenses. The fees are negotiable.
Location
385 Inverness Parkway, Ste 360, Englewood, CO, 80112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Ameriflex Group
Cambridge Investment Research, INC.Broker
State Registrations1 state
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