TrueAdvisor
TrueAdvisor
CB
CB

Charles Franklin Butler

Kingsview Wealth Management, LLC
24 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Kingsview Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
111 advisors
Number of Clients
10,049 clients
Average Client Portfolio
$671K average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:$25K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $1.0M1.00%
$1M+0.75%

Fees are negotiable and are set at the discretion of the KWM IAR providing services. This fee is exclusive of a KIM model fee, underlying investment fees or any third-party money manager fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

4210 Columbia Road, Suite 15A, Martinez, GA, 30907

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2011
Denied
Customer Dispute
April 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Charles has 50% ownership in a rental property in Augusta, GA since 2017. He devotes minimal time to this investment-related activity.

Employment History
Current Registrations
Kingsview Wealth Management, LLC
February 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2004 - February 2021 · 17 yrs
Wells Fargo Clearing Services, LLCBroker
February 2004 - February 2021 · 17 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2000 - May 2003 · 3 yrs 2 mos
State Registrations2 states
GATX
Advisor
Exams
No exam information available for this advisor.