Charles
Trakas
Redwood Private Wealth
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About this Advisor
Charles Trakas is a financial advisor based in Middletown, Delaware, working with Redwood Private Wealth. Charles has previously held positions at Redhawk Wealth Advisors, Inc, Redwood Tax Specialists, Stryde Savings, Trakas Insurance Agency, Redwood Private Wealth LLC, National Gold Consultants, and Virtue Capital Management, LLC. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware. Currently, Charles is part of Redwood Private Wealth, which operates out of Middletown, Delaware. The firm has 14 offices and 61 employees. The firm manages assets totaling $267.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Redwood Private Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Redwood Private Wealth Brokerage Details
$267,560,801
61
1,788
$149,643
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Charles Trakas Work History
Redwood Private Wealth LLC
Redwood Tax Specialists
Trakas Insurance Agency
National Gold Consultants
Stryde Savings
Virtue Capital Management, LLC
Redhawk Wealth Advisors, Inc
Disclosures
Please visit the SEC profile of Charles Trakas 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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