Charles Brown is a registered investment advisor at Cb3 Financial Group, INC., based in Glen Ellyn, IL, with 20 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, Investment Management. Their firm serves 35 clients with $30M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
35 clients
Average Client Portfolio
$843K average
Assets Under Management
$29.5M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Glen Ellyn, IL
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2007Settled
Employment History
Current Registrations
Cb3 Financial Group, INC.
November 2011 - Present · 14 yrs 5 mos
Previous Registrations
Highpoint Planning Partners
December 2023 - April 2024 · 4 mos
Highpoint Planning Partners
December 2021 - November 2023 · 1 yr 11 mos
Highpoint Planning Partners
December 2013 - December 2021 · 8 yrs
World Equity Group, INC.
September 2005 - December 2013 · 8 yrs 3 mos
State Registrations1 state
IL
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.