Charles
Dann
Novare Capital Management
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About this Advisor
Charles Dann is a certified financial planner operating in Charlotte, North Carolina, with a total of 2 years of relevant experience. Dann is currently employed by Novare Capital Management. Their career trajectory has included roles at Duncan-Williams, Inc, Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Fidelity Investments, Fidelity Personal And Workplace Advisors and Novare Capital Management, LLC. Dann has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. Novare Capital Management is a firm that has its headquarters in Charlotte, NC. It oversees $1 billion in assets between its 702 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves six charities and foundations. Of its 702 accounts, 60% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Novare Capital Management provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules vary depending on the type of services provided. However, fees billed by Novare Capital Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Novare Capital Management Brokerage Details
$1,322,652,050
22
702
$1,884,120
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Charles Dann Work History
Charles has been registered as a financial advisor for 2 years.*
Novare Capital Management, LLC
Fidelity Personal And Workplace Advisors
Fidelity Investments
Wells Fargo Advisors ,LLC
Wells Fargo Bank Na
Duncan-Williams, 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 Dann 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 Novare Capital Management
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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.
