Charles Crouch is a CFP-designated registered investment advisor at Cmc Wealth Management, LLC, based in Lexington, SC, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 30 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
Lexington, SC
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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
Cmc Wealth Management, LLC
Previous Registrations
Doyle Wealth Management, INC.
Gwfs Equities, INC.Broker
Bic Distributors, LLCBroker
Catalyst Asset Advisors, LLC
Sun Life Financial Distributors, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Directed Services LLC
Directed Services LLCBroker
Fixed Income Securities, LPBroker
Nationwide Investment Services CorporationBroker
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.