| Advisor Profile |
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| Name: |
Charles Putney |
| Phone Number: |
(925) 478-5502 |
| Website: |
Visit Website
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Business Description |
Putney Financial Advisors offer a team approach to Financial Planning and the Wealth Management process. Our experienced partners are dedicated to providing clients with quality research, advice, implementation and periodic planning reviews at the highest professional level. Investment philosophy considers capital preservation and growth of capital as the most important objectives, along with reducing income and estate taxes. The combination equals effective Wealth Management.
Trust, integrity and a genuine concern for the best interests of clients, ensure that Chuck and the entire staff of Putney Financial (and affiliated firm Putney-Klien) serve clients with superior and ethical consultation designed to help clients fulfill their objectives and sustain a long-term relationship.
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General Information |
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| Years of Experience in Financial Services: |
36
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Education |
| Academic Background |
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| Graduate of the University of Washington |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, International Investments, Real Estate, Annuities, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Series 65, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Certified Financial Planner, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Securities Investor Protection Corporation, Enrolled Agent
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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Compensation & Fees |
| Fee % Based on Assets: |
1.0%
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| Additional Details on Charges: |
$100,000 to $250,000 1.25% per year $250,001 to $1,000,000 1.00% per year $1,000,0001 to $2,000,000 .75% per year $2,000,001 plus .65% per year
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| Prepared By: |
Charles Putney |
| Most Recent Update: |
08/18/2008 |
Frequently Asked Questions |
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