Charles Meeks
Advisor at Meeks Capital LLC
Updated today
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
Meeks Capital LLC
Location
Winter Park, FL 32792
Credentials
CFP®, Series 66
Industry experience
14 years
About
Charles Meeks is a CFP®-certified financial advisor with 14 years of industry experience. He is the principal of Meeks Capital LLC, an independent firm he has led since 2018. Prior to founding Meeks Capital, he worked at Fairwinds Credit Union, CUSO Financial Services, LP, and Cetera ADVISORS LLC. He is also an independent insurance agent, dedicating part of his time to servicing insurance clients. Meeks Capital provides discretionary investment management and comprehensive financial planning to individuals and employer retirement plans, including pension and profit-sharing plans. The firm offers retirement-plan advisory services as a limited-scope 3(21) fiduciary and employs diversified investment approaches guided by asset-allocation frameworks and active techniques.
Client services
Based on Meeks Capital LLC
Financial planning
Portfolio management
Selection of other advisers
Fee options
Up to $500 fixed fee for initial Discovery Meeting; flat fee up to $5,000 for comprehensive financial planning.
$0 - $250,000: 1.10% annually $250,001 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.95% annually $1,000,001 - $2,500,000: 0.80% annually $2,500,001 - $5,000,000: 0.60% annually $5,000,001+: 0.30% annually
Up to $250 per hour for modular financial planning services.
Account minimum: $100,000 minimum (waivable) Fee-only: Financial planning flat fee up to $5,000 for comprehensive plans; hourly rate up to $250/hour for modular plans; annual review fee up to $2,500 annually.
Location
1964 Howell Branch Road, Suite 109
Winter Park, FL 32792
Most active in
Charles M has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Meeks Capital, LLC
2018 - Present (8 years)
Fairwinds Credit Union
2017 - 2018 (1 year)
CUSO Financial Services, LP
2017 - 2018 (1 year)
Cetera ADVISORS LLC
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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