Charles
Robinson
Keel Point, LLC
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About this Advisor
Charles Robinson is a financial advisor based in Cave Creek, Arizona, working with Keel Point, LLC. Charles has previously held positions at Wfg Investments Inc, Keel Point, LLC, and Sensible Money, LLC. Charles has passed the Series 63 regulatory exam and is registered to provide services in Arizona. Currently, Charles is part of Keel Point, LLC, which operates out of Cave Creek, Arizona. The firm has 8 offices and 83 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Keel Point, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Keel Point, LLC Brokerage Details
$2,940,456,131
83
5,548
$530,003
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
Keel Point, LLC
Sensible Money, LLC
Wfg Investments Inc
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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