Charles Goodmiller is a registered investment advisor at Baker Tilly Wealth Management, LLC, based in Scottsdale, AZ, with 16 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 601 clients with $4.6B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable. Certain clients may receive portfolio management services under a different fee schedule that will transition over time to the standard fee schedule.
Fee Estimator
Location
7098 E. Cochise Rd., Ste 100, Scottsdale, AZ, 85253
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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 →Other Business Activities
Charles spends minimal time on advisory services with Baker Tilly Wealth Management, LLC, a controlled subsidiary of Baker Tilly Advisory Group, LP. His salary and variable compensation are paid by Baker Tilly.
Employment History
Current Registrations
Baker Tilly Wealth Management, LLC
Previous Registrations
Henry + Horne Wealth Management
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
State Registrations1 state
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