Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
856 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$930.0M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
Loading...
Contact
Charles B Bender
Location
11019 Mccormick Road, Suite 200, Hunt Valley, MD, 21031
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Financial Consulate
March 2011 - Present · 14 yrs 11 mos
State Registrations2 states
MDPA
Advisor
Exams
No exam information available for this advisor.
Additional Information
Chuck is the Chief Financial Officer at the Financial Consulate. He is a Certified Public Accountant (CPA), a Certified Financial Planner™ (CFP®) practitioner and has earned his Masters of Business Administration from Loyola College in Maryland in addition to his undergraduate degree from Virginia Tech.
Contact
Charles B Bender