Charles Tines is a registered investment advisor at Tines Capital, LLC, based in Tulsa, OK, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 35 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tines Capital charges a percentage of the value of your portfolio. The fees can range from 1% to 3% per year depending on the investment strategies used. If multiple strategies are used, the fee will be a weighted average and updated annually. Fees are deducted from your account quarterly. You can terminate the account with 30 days' written notice.
Location
Tulsa, OK
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is a contractor as a trade leader for Collective2.com since 2017, maintaining and trading trading algorithms, dedicating minimal time.
Employment History
Current Registrations
Tines Capital, LLC
State Registrations2 states
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.