Charles Carey is a registered investment advisor at Wellment Financial, based in Elmhurst, IL, with 4 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 405 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wellment Financial offers investment management services where fees are based on a percentage of the value of your portfolio. The total fee will not exceed 2.0% annually and includes Wellment's advisory fee, the sub-advisor's fee, the model manager fee (if applicable), and transaction costs. Fees are deducted monthly based on the average daily balance of your account.
Location
444 N. York Street, Elmhurst, IL, 60126
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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 is a licensed insurance agent at FSR Insurance Planning, Ltd. since 2020, assisting with sales and service of life insurance and fixed annuity products, dedicating about 10-20% of his time.
Employment History
Current Registrations
Wellment Financial
State Registrations1 state
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.