Charles Dann
Charles Dann is a CFP-designated registered investment advisor at Novare Capital Management, based in Charlotte, NC, with 13 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 728 clients with $1.7B 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 $3.0M | 1.00% |
| $3.0M - $6.0M | 0.90% |
| $6.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees may be negotiable. Certain legacy Clients may have fees that differ from the schedule above.
Fee Estimator
Location
521 E. Morehead, Suite 510, Charlotte, NC, 28202
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 ActivitiesSells Insurance
Charles is involved in insurance sales at the same address as his advisory business. This activity is not investment-related and takes about 10% of his time.
Employment History
Current Registrations
Novare Capital Management
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Duncan-Williams, INC.
Duncan-Williams, INC.Broker
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.