CS
ChFC
CS
ChFC

Charles Hunt Salembier

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
270 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$396.6M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $1000K0.95%
$1.0M - $2.5M0.80%
$2.5M - $5.0M0.65%
$5.0M - $10.0M0.50%
$10M+0.40%

Maximum annual advisory fee is 1.75% and is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$9,500
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Location

225 S. Lake Avenue, Suite 1075, Pasadena, CA, 91101

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Charles sells non-variable insurance products since 2002. He also operates under the DBA The Sterling Group, acting in a fiduciary capacity for The Sterling Group's 401k profit sharing plan, and provides asset management and financial planning services, taking about half of his time.

Employment History
Current Registrations
The Sterling Group
November 1999 - Present · 26 yrs 3 mos
LPL Financial LLCBroker
August 1998 - Present · 27 yrs 6 mos
Previous Registrations
LPL Financial LLC
February 2017 - May 2021 · 4 yrs 3 mos
LPL Financial LLC
September 1998 - March 2013 · 14 yrs 6 mos
Ids Life Insurance CompanyBroker
April 1993 - August 1998 · 5 yrs 4 mos
American Express Financial Advisors INC.Broker
April 1993 - August 1998 · 5 yrs 4 mos
State Registrations10 states
AZCAFLGAMANVOHORTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.