Charles Poe
Charles Poe is a registered investment advisor at Grand Central Investment Group, LLC, based in Tampa, FL, with 13 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 248 clients with $130M 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 $250K | 2.00% |
| $250K - $500K | 1.63% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
324 S. Hyde Park Ave., Suite 390, Tampa, FL, 33606
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2013Regulatory
March 2013Other Business ActivitiesSells Insurance
Charles is a limited partner in Poe Family Investment Co LTD, an investment partnership for his father's family assets, since 2002. He is also a board member and shareholder of Poe Financial Group, a property and casualty insurance agency, dedicating minimal time to this business.
Employment History
Current Registrations
Grand Central Investment Group, LLC
Previous Registrations
Pccb, LLC
Pfg Financial Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.