Advisor at West Financial Strategies, Inc.
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Firm
West Financial Strategies, Inc.
Location
Sanford, NC 27330
Credentials
PFS™
Industry experience
24 years
Charles Von Canon is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with West Financial Strategies, Inc. since 1998 and is also vice-president and manager at M. Lee West, CPA, a CPA firm. West Financial Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach combining passive index funds and ETFs with selective active funds and securities, managing approximately $106 million in discretionary assets.
Based on West Financial Strategies, Inc.
$0 - $1,000,000: 0.25% Quarterly $1,000,000 - $2,000,000: 0.20% Quarterly $2,000,000+: 0.125% Quarterly
Account minimum: $100,000 Fee-only: Firm is strictly fee-only (no commissions accepted). Fees are based on percentage of assets under management per tiered schedule.
301 Court Square
Sanford, NC 27330
North Carolina
West Financial Strategies, Inc.
1998 - Present (28 years)
M. Lee West, CPA
1992 - Present (34 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
ChFC®, Series 66
Sanford, NC
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CFP®
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West Financial Strategies, Inc.
Series 63, Series 65
Sanford, NC
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Series 65
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Fiduciary Financial Advisors
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Primerica Advisors
Series 65
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Beacon Pointe Advisors, LLC
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