Charles Mcateer is a registered investment advisor at Aria Wealth Management, based in Saratoga, CA, with 30 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 255 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ARIA Wealth Management's fees are based on a percentage of the value of your portfolio. The annual fee rate may be negotiable. The maximum fee is 2.00%. Fees are deducted from client accounts at the beginning of each month or quarter.
Location
20640 3rd Steet, Suite 300, Saratoga, CA, 95070
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2019Other Business Activities
Charles is the owner of Fortress Retirement Group, a support company, where he serves as Managing Director and Financial Advisor. He also co-owns Life Changing Nutraceuticals Inc., handling finances and working with attorneys, dedicating minimal time to this.
Employment History
Current Registrations
Aria Wealth Management
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.