Charis Mclemore is a registered investment advisor at Winans Investments, based in Las Vegas, NV. Charis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 276 clients with $310M 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 $500K | 1.46% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.16% |
| $3.0M - $4.0M | 1.08% |
| $4.0M - $5.0M | 1.00% |
| $5.0M - $6.0M | 0.93% |
| $6.0M - $7.0M | 0.86% |
| $7.0M - $8.0M | 0.80% |
| $8.0M - $9.0M | 0.74% |
| $9.0M - $10.0M | 0.69% |
| $10M+ | 0.65% |
Rates shown are for growth investments. Annual fees vary based on the asset allocation mix of the portfolio. Fees are negotiable.
Fee Estimator
Location
410 S. Rampart Blvd., Suite 390, Las Vegas, NV, 89145
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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
Winans Investments
State Registrations1 state
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Exams
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