Advisor at STRATEGIC WEALTH ADVISORS GROUP, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
STRATEGIC WEALTH ADVISORS GROUP, Inc.
Location
New Vienna, OH
Credentials
Series 65
Industry experience
17 years
Charles Eastes is a financial advisor with STRATEGIC WEALTH ADVISORS GROUP, Inc. in New Vienna, OH, holding a Series 65 designation and 17 years of industry experience. He previously worked at United Advisors America for 16 years. Eastes also serves as a Regional Director and Insurance Agent for Alliance America Corporation, a life and health insurance agency. Strategic Wealth Advisors Group provides financial planning, consulting, and discretionary investment management primarily for individual and high-net-worth clients. The firm uses independent sub-advisors for asset management and offers ERISA plan services, along with public educational seminars on investment topics.
Based on STRATEGIC WEALTH ADVISORS GROUP, Inc.
Based on STRATEGIC WEALTH ADVISORS GROUP, Inc.
Fixed fees up to $5,000 for comprehensive financial plans; basic financial planning generally $750
$0 - $1,000,000: 1.50% $1,000,001 - $1,500,000: 1.25% $1,500,001 - $3,000,000: 1.15% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $15,000,000: 0.80% $15,000,001+: Negotiable
Certain supervised persons offer insurance products under separate commission-based arrangements
$150 to $500 per hour depending on services and professionals
Fee-only: Fixed fees up to $5,000 for comprehensive plans; hourly fees $150 to $500 per hour; negotiable fixed fees for financial planning
New Vienna, OH
Ohio
Strategic Wealth Advisors Group, Inc.
2024 - Present (2 years)
United Advisors America
2008 - 2024 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Hillsboro, OH
Crowe Financial Group LLC
CFP®
Hillsboro, OH
Bell City Wealth, Inc.
Series 63, Series 66
Hillsboro, OH
Crowe Financial Group LLC
Series 63, Series 65
West Union, OH
FIFTH THIRD SECURITIES, Inc.
Series 63, Series 66
Wilmington, OH
FIFTH THIRD SECURITIES, Inc.
Series 63, Series 65
Wilmington, OH
FIFTH THIRD SECURITIES, Inc.
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