CH
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Charles Herman

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
262 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$573.0M

Fee Structure

Minimum Investment:$50K
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Location

One Tower Bridge, 100 Front Street, Suite 1111, W. Conshohocken, PA, 19428

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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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Other Business Activities

Charles is an advisor on the Medical Device Advisory Panel for Covance Inc. (Labcorp) since 2017. He is also the founder of Bioventurion Pharmaceuticals since 2016, which specializes in the research and development of bioactive polymers and hybrid gel coatings.

Employment History
Current Registrations
Forefront Analytics, LLC
July 2023 - Present · 2 yrs 7 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Charles Herman - Financial Advisor | TrueAdvisor