Charles Lundblade is a registered investment advisor at A.G.P / Alliance Global Partners, based in Clemson, SC, with 18 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 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Location
602 College Avenue, Suite 3, Clemson, SC, 29631
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles owns Lundblade Properties, LLC, a rental property business, and dedicates minimal time to it. He is also the President and a financial advisor at Lundblade Financial Group, LLC, spending full-time advising clients on investments.
Employment History
Current Registrations
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations16 states
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