Charles
Else
Osborne Partners
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About this Advisor
Charles Else is a financial advisor based in San Francisco, California with 12 years of industry experience. Else is currently employed by Osborne Partners. They have been employed by Osborne Partners for the entirety of their career. Else holds Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Osborne Partners is a firm that has its headquarters in San Francisco, CA. The investment advisory business has offices in two locations and a total of 21 people on staff. It controls $2 billion in assets under management across its 1,749 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 13 charitable organizations. Of its 1,749 customer accounts, 54% belong to high-net-worth investors who have greater than $1 million in assets. The business has a broad range 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 and selection of other advisers. A financial advisor's fee schedules depend on which services the firm provides the client. However, fees billed by Osborne Partners likely consist of some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Osborne Partners Brokerage Details
$1,998,288,296
21
1,749
$1,142,532
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
Charles Else Work History
Charles has been registered as a financial advisor for 12 years.*
Osborne Partners Capital Management, LLC
*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 Else to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osborne Partners
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Menlo Park, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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