Charles Dickinson
Charles Dickinson is a registered investment advisor at William Mack & Associates INC, based in Harbor Springs, MI, with 5 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 970 clients with $820M 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 $1.0M | 1.00% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.60% |
Annual fee is negotiable based on the size of the account and the particular circumstances of the client. WM&A recommends SpiderRock Advisors, LLC, (SRA) for covered call strategies. The annual investment management fee for the SRA covered call options strategy is .75% annually and charged as follows: SRA retains .50% for its implementation and management services and .25% is received by WM&A, as the client’s primary adviser for its ongoing monitoring of SRA’s services and performance.
Fee Estimator
Location
Harbor Springs, MI
Get directionsHistory
Regulatory History (1)
Financial
June 2017Other Business Activities
Charles is a managing member of Monitor My Advisor LLC dba Clear Disclosure Partners, a compliance consulting firm for registered investment advisors. This non-investment activity accounts for about 10% of Charles's time during market hours.
Employment History
Current Registrations
William Mack & Associates INC
Previous Registrations
Rockport Wealth Advisors
State Registrations1 state
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.