FAQs
Frequently Asked Questions
Clear answers to common questions about working with Wendell Charles.
Below are answers to questions we commonly receive from prospective clients. If you don’t see your question here, we’re happy to address it directly.
Am I a good fit?
Our clients have a wide range of investable assets and net worth and work in many different industries. While we do not maintain a set ‘minimum’ of investable assets to work together, we work with clients who either have already accumulated substantial assets or are very committed to doing so. We do have a ‘no jerks’ policy which means a pleasant attitude and professional partnership is required regardless of asset level.
Who should I contact with questions?
Send an email to [email protected] and we will route it to the appropriate team member and reach out to you promptly.
You can also call our main office line and our team will ask a few questions and then route you to the appropriate team member.
You can also call our main office line and our team will ask a few questions and then route you to the appropriate team member.
Can we meet in-person, online, or both?
We offer quarterly in-person meetings in the Los Angeles area, Chicago, and Davenport, Iowa. All other meetings are held virtually via Zoom.
What are your fees?
Most commonly, the cost is 1% of assets we manage on your behalf. Financial planning typically ranges from $2k to $4k per custom plan. And for some products such as insurance, commissions are built in and fully disclosed.
How do we get started working together?
Simply call our main office phone number at (888) 701-7305 or email [email protected]
Where are you located?
Our home office is in Davenport, Iowa and we also have an office in Manhattan Beach, CA since 2011.
Still Have Questions
We’re happy to discuss your situation and help you determine whether our approach is right for you.