Charles Travis Reader
Investment Adviser Representative at ILLUMINATE WEALTH MANAGEMENT
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Wealth Planning / Stand-Alone Investment Management: First $1,000,000 | 1.00% |
| Wealth Planning / Stand-Alone Investment Management: $1,000,000 to $3,000,000 | 0.80% |
| Wealth Planning / Stand-Alone Investment Management: Above $3,000,000 | 0.60% |
Illuminate Wealth Management 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
Other advisors at ILLUMINATE WEALTH MANAGEMENT
3 other advisors in the directory
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