Charles Wray is a registered investment advisor at LPL Financial LLC, based in Lake St Louis, MO, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
6895 Lake Saint Louis Blvd, Lake St Louis, MO, 63367
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles operates Vine Wealth Management as a DBA for his LPL business. He also provides administrative support to Cornerstone Wealth Management, an independent investment advisor firm, and operates Cornerstone Wealth Portfolios as another DBA for his LPL business, dedicating full-time hours to these activities.
Employment History
Current Registrations
LPL Financial LLC
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
State Registrations11 states
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