Charles Rankin is a registered investment advisor at Hilltop Wealth Advisors, LLC, based in Chapel Hill, NC, with 7 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 588 clients with $640M 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 $1.5M | 1.00% |
| $1.5M - $10.0M | 0.70% |
| $10M+ | 0.45% |
Fees are negotiable. Investment management fees charged in connection with Wealth Management Services are subject to a minimum annual fee of $15,000, applied in quarterly installments.
Fee Estimator
Location
6340 Quadrangle Drive, Suite 100, Chapel Hill, NC, 27517
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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 is a member of Durham Street LLC, a real estate holding company that currently owns no property. He also owns Brownville Street LLC, a real estate rental company, and spends minimal time maintaining the property.
Employment History
Current Registrations
Hilltop Wealth Advisors, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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