Charles
Downs
Antares Wealth
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About this Advisor
Charles Downs is a certified financial planner operating out of Atlanta, Georgia with 3 years of industry experience. Downs works at Antares Wealth. Their career trajectory has included roles at Advisory Services Network, LLC, Lesesne Capital Management, Inc Dba Oakbridge Partners, LTD, Antares Wealth Management, LLC and Hb Wealth Management. Downs has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Georgia and Texas. Antares Wealth is a registered investment business operating out of Atlanta, GA. It has a total of nine people on staff. It controls $202 million in assets under management across its 155 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 155 client accounts, 31% are associated with high-net-worth individuals who have more than $1 million in assets. The firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management largely vary depending on which services the firm provides the client. Fee types billed by Antares Wealth can be comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Antares Wealth Brokerage Details
$201,501,966
9
155
$1,300,013
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Charles Downs Work History
Charles has been registered as a financial advisor for 3 years.*
Hb Wealth Management
Antares Wealth Management, LLC
Lesesne Capital Management, Inc Dba Oakbridge Partners, LTD
Advisory Services Network, 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 Downs 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 Antares Wealth
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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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.
