Advisor at Supreme Alliance LLC
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Firm
Supreme Alliance LLC
Location
Dunmore, PA
Credentials
Series 63, Series 65
Industry experience
45 years
Charles Ehnot is a financial advisor with Supreme Alliance LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at C. V. Brokerage and L.M. Kohn & Company. He serves as a board member of the Sherwood Park Youth Association in Dunmore, PA. Supreme Alliance LLC provides investment advisory and consulting services to a diverse client base, including individuals, pension plans, corporations, and public entities. The firm offers discretionary managed accounts, third-party advisor referrals, financial planning, actuarial consulting, and insurance services, employing a range of analytic methods and portfolio techniques tailored to client needs.
Based on Supreme Alliance LLC
Based on Supreme Alliance LLC
Flat fees range from $500 to $5,000 per plan
Insurance commissions separate from advisory fees; fees shared from third-party investment advisor referral fees
Hourly fees may not exceed $500 per hour
Account minimum: $25,000 Fee-only: Hourly fees up to $500 per hour; Fixed/Flat fees $500 to $5,000 per plan; Consulting fees up to 3% of assets under management (negotiable)
Dunmore, PA
Pennsylvania
Supreme Alliance LLC
2019 - Present (7 years)
Unemployed
2019 - 2019 (1 year)
C. V . Brokerage
2017 - 2019 (2 years)
L.M. Kohn & Company
2012 - 2017 (5 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
Verified by Warmer
Series 65
Wilkes Barre, PA
Brookstone Wealth Advisors, LLC
The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.
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Series 63, Series 65
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1st Financial Investment, Inc.
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