CS
CS

Charles Saunders

1 Year of Experience

Charles Saunders is a registered investment advisor at Gryphon Financial Partners, based in Columbus, OH, with 1 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 941 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
941 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$2.0B

Fee Structure

Gryphon Financial Partners charges a percentage of your portfolio each year. The exact fee is negotiable and depends on the size of your account, the types of investments used, and the investment strategy. Clients invested in the Gryphon Global Equity strategy will be subject to an additional annual advisory fee up to 0.125%, but the annual advisory fees charged by Gryphon will not exceed 1.5%.

Loading...

Location

325 John H. Mcconnell Blvd., Suite 425, Columbus, OH, 43215

Get directions

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.

Learn about disclosures →
Other Business Activities

Charles is a minority owner of Donatos Pizza, a food service business, since July 2024. He dedicates minimal time to this passive relationship.

Employment History
Current Registrations
Gryphon Financial Partners
December 2024 - Present · 1 yr 4 mos
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.