| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. For account values of less than $7,500, this may equate to be more than the maximum 2% as stated in this Form ADV and the Agreement.
13925 Ballantyne Corporate, Pl #190, Charlotte, NC, 28277
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Learn about disclosures →Charles is an insurance agent selling fixed annuities and life insurance, dedicating about half of his time to this. He also provides investment advisory services through Foundations Investment Advisors, LLC and Alloy Investment Management, spending a few hours per week and about half his time, respectively.