CW
CW
Charles Weed
23 Years of Experience
Ballwin, MO
1 Disclosure
Charles Weed is a registered investment advisor at Fiduciary Tactical Strategies, INC., based in Ballwin, MO, with 23 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 107 clients with $13M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
107 clients
Average Client Portfolio
$120K average
Assets Under Management
$12.9M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1000K | 1.60% |
| $1M+ | 1.60% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
15415 Clayton Rd, Ballwin, MO, 63011
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
November 2004Employment History
Current Registrations
Fiduciary Tactical Strategies, INC.
December 2013 - Present · 12 yrs 4 mos
Previous Registrations
Fiduciary Tactical Strategies, INC.
May 2011 - December 2012 · 1 yr 7 mos
Cutter & Company, INC.
November 2005 - December 2010 · 5 yrs 1 mo
Morgan Keegan & Company, INC.
January 2005 - November 2005 · 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2001 - December 2004 · 3 yrs 8 mos
State Registrations2 states
MOTX
Advisor
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.
Exams
No exam information available for this advisor.