Charles Edson is a CFP-designated registered investment advisor at Wealth Being Advisors LLC, based in Hermosa Beach, CA, with 5 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 17 clients with $2.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Being Advisors offers investment management services where the fee is a percentage of the value of your portfolio. The exact fee is negotiated, but generally falls within these ranges:
- $0 - $999,999: 0.90% - 1.50% per year
- $1,000,000 - $2,499,999: 0.70% - 1.20% per year
- $2,500,000 - $4,999,999: 0.60% - 1.00% per year
- $5,000,000 - $9,999,999: 0.50% - 0.90% per year
- $10,000,000 and Above: Negotiable
Fees are based on the account balance on the last trading day of the billing period and are paid monthly or quarterly. The fee schedule includes the fees charged by any third-party investment managers used.
Contact
Charles Edson
Location
Hermosa Beach, CA
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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 works as a CRM web developer for Crexi, a commercial real estate tech platform company, since May 2023. This takes about half of Charles's time.
Employment History
Current Registrations
Wealth Being Advisors LLC
Previous Registrations
Seia
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.Broker
Seia
Signator Investors, 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.