Charles
Robinson
Keel Point, LLC
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About this Advisor
Charles Robinson is a certified financial planner operating in Cave Creek, Arizona. Robinson is currently employed by Keel Point, LLC. Throughout their career, Robinson has worked at Wfg Investments Inc, Keel Point, LLC and Sensible Money, LLC. Robinson holds a Series 63 license, which qualifies them as a securities broker, and can work in Arizona. Keel Point, LLC is a company based out of Huntsville, AL. The investment advisory business has offices in nine locations and a total of 83 people on staff. It handles $3 billion in total assets between its 4,850 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 4,850 client accounts, 44% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules largely vary depending on which services are offered. However, fee types billed by Keel Point, LLC can consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keel Point, LLC Brokerage Details
$2,549,034,075
83
4,850
$525,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Charles Robinson Work History
Charles has been registered as a financial advisor for 0 years.*
Keel Point, LLC
Sensible Money, LLC
Wfg Investments Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Robinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
