CL
CFA
CL
CFA
Charles Leedy
11 Years of Experience
Apex, NC
1 Disclosure
Charles Leedy is a CFA-designated registered investment advisor at Hunter Street Investment Advisors LLC, based in Apex, NC, with 11 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 307 clients with $130M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
307 clients
Average Client Portfolio
$435K average
Assets Under Management
$133.6M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.10% |
| $2.5M+ | 1.00% |
SIMPLE Employer IRA: 1%. 401K Plans and Endowment Funds (plans held with the Firm): 0.65% for assets $0 to $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
56 Hunter Street, Suite 210, Apex, NC, 27502
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
December 2023Employment History
Current Registrations
Hunter Street Investment Advisors LLC
September 2025 - Present · 7 mos
Previous Registrations
Hunter Street Investment Advisors LLC
April 2023 - February 2025 · 1 yr 10 mos
Comperio Retirement Consulting, INC.
June 2006 - January 2016 · 9 yrs 7 mos
Chapel Hill Investment Advisors
June 2006 - December 2015 · 9 yrs 6 mos
State Registrations1 state
NC
Advisor
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
No exam information available for this advisor.