Charles Johnston
Charles Johnston is a CFP-designated registered investment advisor at Wescott Financial Advisory Group LLC, based in Philadelphia, PA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 777 clients with $3.7B 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Wealth Management Program and MRK Powered by Wescott Wealth Management Program. A minimum of $2,000,000 of assets under management is required for this service, but may be negotiable, subject to a $25,000 minimum fee.
Fee Estimator
Location
30 South 17th Street, Philadelphia, PA, 19103-4196
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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 ActivitiesSells Insurance
Charles owns rental property and is a board member of the Ardmore Business Association, dedicating minimal time to each. Charles is also an independent licensed insurance agent selling life, accident, and health insurance.
Employment History
Current Registrations
Wescott Financial Advisory Group LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Nylife Securities LLCBroker
State Registrations1 state
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