Charles Simko is a CFA-designated registered investment advisor at Mainstreet Advisors, based in Milford, CT, with 28 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 58 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MainStreet Investment Advisors offers investment management services. The fees are calculated as a percentage of the value of your portfolio. The specific fee depends on the type of account and the amount invested. Fees are negotiable.
Location
Milford, CT
Get directionsHistory
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 →Employment History
Current Registrations
Mainstreet Advisors
Previous Registrations
Financial Counselors INC
Wright Investors Service INC
State Registrations4 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.