Charles Jackson Vickery
Investment Adviser Representative at ELEVATE WEALTH ADVISORY, INC.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Less than $250,000 | 1.65% |
| $250,001 to $499,999 | 1.55% |
| $500,000 to $999,999 | 1.40% |
| $1,000,000 to $1,999,999 | 1.30% |
| $2,000,000 to $4,999,999 | 1.20% |
| $5,000,000 and above | 1.05% |
Firm-stated minimum; may be waived at the firm's discretion.
Elevate Wealth Advisory, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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