Advisor at Avenue Retirement Services
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Firm
Avenue Retirement Services
Location
Frisco, TX 75034
Credentials
Series 63, Series 65
Industry experience
13 years
Charles Fox is a financial advisor at Avenue Retirement Services with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Avenue Retirement Services since 2012. Avenue Retirement Services provides financial planning, investment consultation, and ongoing supervisory services for individuals, trusts, estates, and businesses. The firm employs an active asset-management approach that incorporates multiple analytical methods and offers educational workshops on retirement strategies, college funding, and estate planning.
Based on Avenue Retirement Services
Based on Avenue Retirement Services
$0 - $99,999: 1.500% annually $100,000 - $249,999: 1.250% annually $250,000 - $499,999: 1.125% annually $500,000 - $999,999: 1.000% annually $1,000,000+: 0.750% annually
Account minimum: $25,000 Fee-only: Fixed fees of $125 per quarter for investment consultation services (for 'held away' accounts); Business consultation fixed fees ranging from $2,000 to $50,000 per year; educational workshops generally pro bono or nominal fixed fee paid by sponsors.
2831 Eldorado Parkway, Suite 103 148
Frisco, TX 75034
Texas
Avenue Retirement Services, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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 63, Series 66
Frisco, TX
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