AC
AC

Alfonso Charles

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
755 clients
Average Client Portfolio
$352K average
Assets Under Management
$265.8M

Fee Structure

Minimum Investment:$60K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2.0M - $5.0M0.60%
$5M+0.50%

Advisory fees may be negotiated at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1177 N.E. Loop 410, 5th Floor, San Antonio, TX, 78209

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Broadway Wealth Solutions
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Equitable Advisors, LLCBroker
August 2022 - March 2024 · 1 yr 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.