Charles Haynor is a CFA-designated registered investment advisor at United Capital Financial Advisors, based in Larkspur, CA, with 32 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 22,832 clients with $17B 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 | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable. United Capital can charge a tiered rate or a flat dollar fee instead of a flat percentage fee for the annual fee.
Fee Estimator
Location
900 Larkspur Landing Circle, Ste 209, Larkspur, CA, 94939
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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 is a board member and treasurer at Rayner Foundation, a non-profit, spending minimal time per month. He is also a board member on the finance committee at Grace Church of Marin, a Presbyterian Church, dedicating minimal time per month.
Employment History
Current Registrations
United Capital Financial Advisors
Previous Registrations
Rayner & Haynor
State Registrations2 states
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