Charles Corthell is a registered investment advisor at Parkmont Wealth Advisors LLC, based in Fremont, OH. 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 525 clients with $35M 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 $100K | 1.98% |
| $100K - $250K | 1.86% |
| $250K - $500K | 1.74% |
| $500K - $1000K | 1.56% |
| $1.0M - $2.0M | 1.32% |
| $2M+ | 0.96% |
Fees are generally negotiable.
Fee Estimator
Location
900 Croghan Street, Fremont, OH, 43420
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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 →Employment History
Current Registrations
Parkmont Wealth Advisors LLC
State Registrations1 state
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