Charles Tamburello is a registered investment advisor at Capital Analysts, based in Holbrook, NY, with 40 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
Location
Holbrook, NY
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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 →Other Business Activities
Charles owns a residential property that he rents to his son. He spends minimal time monitoring the bank account and reviewing mortgage reports.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Great American Advisors, INC.
Great American Advisors, INC.Broker
Pmg Securities CorporationBroker
Timecapital Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Shearson Lehman Hutton INC.Broker
Life Planning INC.Broker
First Investors CorporationBroker
First Investors CorporationBroker
First Jersey Securities, INC.Broker
State Registrations9 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
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