Charles Shearman is a CFP-designated registered investment advisor at Prospero Financial Planning, LLC, based in Fishers, IN, with 24 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12 clients with $4.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prospero Financial Planning offers investment management services where they make investment decisions for you. The annual fee ranges from 0.40% to 1.50% of the value of your investments, depending on the size, asset mix, and complexity of your account. Fees are negotiable. There is a $10,000 minimum to open and maintain an account, but this may be waived.
Location
11988 Fishers Crossing Drive, Suite 200, Fishers, IN, 46038
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Prospero Financial Planning, LLC
Previous Registrations
Castle Advisory Group, L.L.C.
Castle Advisory Group, L.L.C.
State Registrations2 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.