Advisor at Focused Wealth Management, 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
Focused Wealth Management, Inc.
Location
Newburgh, NY 12550-1911
Credentials
Series 63, Series 66
Industry experience
19 years
Charles Yarnold is a financial advisor with Focused Wealth Management, Inc. in Newburgh, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Focused Wealth Management since 2010 and previously at Securities America, Inc. Yarnold has held leadership roles in local business networking groups, including serving as president of a BNI chapter until October 2023. Focused Wealth Management serves individuals, high-net-worth clients, and various institutional and tax-exempt entities, offering discretionary and non-discretionary investment management, financial planning, and a proprietary wrap-fee program. The firm employs a quantitative screening process and an Investment Selection and Monitoring Committee to guide portfolio construction and management.
Based on Focused Wealth Management, Inc.
Fixed fees for comprehensive financial planning services ranging from $100 to $1,000, negotiable
$0 - $99,999: 1.50% $100,000 - $249,999: 1.40% $250,000 - $499,999: 1.30% $500,000 - $749,999: 1.20% $750,000 - $999,999: 1.10% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $5,999,999: 0.80% $6,000,000 - $9,999,999: 0.60% $10,000,000 - $24,999,999: 0.50% $25,000,000 - $49,999,999: 0.40% $50,000,000+: 0.35%
Commission-based compensation for insurance products sold by representatives
Up to $150 per hour for financial planning and consultations, negotiable
Fee-only: Fixed fees range from $100 to $1,000 per plan, hourly fees up to $150 per hour, negotiable
11 Balmville Rd., Suite 2 North
Newburgh, NY 12550-1911
New Jersey · New York · Texas
OSAIC
2024 - Present (2 years)
Focused Wealth Management, Inc.
2010 - Present (16 years)
Focused Wealth Management, Inc.
2010 - Present (16 years)
Securities America, Inc
2007 - 2024 (17 years)
Various Insurance Carriers for W & R Insurance Agencies
2006 - Present (20 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.
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