Frequently Asked Questions

Our clients have a wide range of investable assets and net worth and work in many different industries. While we do not maintain a set ‘minimum’ of investable assets to work together, we work with clients who either have already accumulated substantial assets or are very committed to doing so. We do have a ‘no jerks’ policy which means a pleasant attitude and professional partnership is required regardless of asset level.

Send an email to info@wendellcharles.com and we will route it to the appropriate team member and reach out to you promptly. You can also call our main office line and our team will ask a few questions and then route you to the appropriate team member.

We offer quarterly in-person meetings in the Los Angeles area, Chicago, and Davenport, Iowa. All other meetings are held virtually via Zoom.

Most commonly, the cost is 1% of assets we manage on your behalf. Financial planning typically ranges from $2k to $4k per custom plan. And for some products such as insurance, commissions are built in and fully disclosed.

Simply call our main office phone number at (888) 701-7305 or email info@wendellcharles.com

Our home office is in Davenport, Iowa and we also have an office in Manhattan Beach, CA since 2011.