Charles Derose, Inc. is an adviser based in Charleston. It manages $35.29 million of regulatory assets for 71 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, North Carolina, and South Carolina.
Charles Derose provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Charles Derose, Inc. is $35.29 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Charles Derose, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Charles Derose, Inc. performs its advisory services is located at 3004 Old Bridgeview Lane, Charleston, SC 29403 5298 The mailing address of the firm is P.O. Box 1158, Anna Maria, FL 34216 1158. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-678-3620 or by fax 843-722-0588. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.