Charles Schervish is a CFA-designated registered investment advisor at Bricktown Capital, LLC, based in Detroit, MI, with 3 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 29 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bricktown Capital's fees are based on the value of the assets they manage and the type of investment. Fees are calculated quarterly. Accounts managed by outside managers are not charged Bricktown fees.
Location
600 E. Lafayette Blvd, Detroit, MI, 48226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles provides tax and financial advice through his position at Ayco, which includes financial counseling for high-income individuals. This counseling involves estate and income tax planning, as well as insurance planning.
Employment History
Current Registrations
Bricktown Capital, LLC
State Registrations1 state
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