Charles Stanley
Charles Stanley is a registered investment advisor at Fund Direct Advisors INC., based in Greensboro, NC, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 155 clients with $590M 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 $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
All fees are subject to negotiation.
Fee Estimator
Location
201 State Street, Greensboro, NC, 27408
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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 ActivitiesSells Insurance
Charles is a partner at Stanley Benefit Services Inc., retirement plan consultants, and the secretary/treasurer of Fund Direct Advisors, Inc., a registered investment advisor. Charles also works as an insurance agent for Mutual of Omaha and is a board member of Turkey Ridge Farms, LLC.
Employment History
Current Registrations
Fund Direct Advisors INC.
Intercarolina Financial Services, INC.
Intercarolina Financial Services, INC.Broker
Previous Registrations
Fund Direct Advisors INC.
Intercarolina Financial Services, INC.
Bb&t Asset Management, INC.
Bb&t Investment Services, INC.Broker
Intercarolina Financial Services, INC.Broker
State Registrations1 state
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