Charles Blozinski
Charles Blozinski is a CFP-designated registered investment advisor at Integrity Wealth LLC, based in Brookings, OR, with 21 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, Insurance Planning, and 2 more. Their firm serves 245 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Wealth's wealth management fees are based on the value of your investments and are paid each quarter. The annual fee can be up to 1.75% of your portfolio, depending on the complexity of your situation and the amount you invest. Fees may be negotiable.
Location
703 Chetco Blvd., Brookings, OR, 97415
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Regulatory History (1)
Criminal
October 2004Employment History
Current Registrations
Integrity Wealth LLC
Previous Registrations
Integrity Financial Planners
Uvest Financial Services Group, INC.
Citicorp Investment Services
State Registrations1 state
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.