Charles Duchamp
Charles Duchamp is a registered investment advisor at Apex Capital Management, L.L.C., based in Youngsville, LA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 317 clients with $220M 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 $150K | 1.50% |
| $150K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees may be discounted or negotiated based on various factors.
Fee Estimator
Location
Youngsville, LA
Get directionsHistory
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 is the president of Charles J. Duchamp, CPA, a professional accounting corporation, since 1991. He dedicates full-time hours providing accounting and tax services to clients.
Employment History
Current Registrations
Apex Capital Management, L.L.C.
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.