Advisor at C.T. Kares Advisory 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
C.T. Kares Advisory Group, Inc.
Location
Abingdon, MD
Credentials
Series 63, Series 65
Industry experience
11 years
Charles Kares is the principal advisor at C.T. Kares Advisory Group, Inc. in Abingdon, MD, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has led his independent advisory firm since 1999. C.T. Kares Advisory Group provides investment advisory services to individuals, retirement plans, trusts, estates, and charitable organizations, managing accounts on a non-discretionary basis. The firm emphasizes long-term, buy-and-hold strategies using predominantly no-load and load-waived mutual funds tailored to each client’s objectives and risk tolerance.
$0 - $99,999: 2.00% $100,000 - $249,999: 1.25% $250,000 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1 million+: 0.50%
Account minimum: All fees and account minimums are negotiable.
Abingdon, MD
Maryland
C T Kares Advisory Group
1999 - Present (27 years)
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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.
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