White Charles Edward is a large advisory firm based in Youngstown. It manages $37.5 million of regulatory assets for 425 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Ohio and Pennsylvania.
White Charles Edward provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and security ratings or pricing services. 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 White Charles Edward is $37.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay White Charles Edward for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where White Charles Edward performs its advisory services is located at 3530 Belmont Avenue #2, Youngstown, OH 44505, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 330-759-4499 or by fax 330-759-4588. The normal business hours are 9:30 a.m. to 4:30 p.m. on Monday - Friday.