linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Charlotte Muller Vidal

Homrich Berg

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Charlotte? Claim Your Profile

About Charlotte Muller Vidal

Charlotte Vidal is a financial advisor with Homrich Berg based in Atlanta, GA. Charlotte is a Chartered Financial Analyst (CFA) and holds the Series 63, Series 7, Series 79, and SIE licenses. Charlotte has been in the industry since August 2015 and has experience working at Goldman Sachs & Co. LLC. Charlotte provides a wide range of financial planning services including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. In addition to traditional investment services, Charlotte also offers bill pay services and selection of other advisors.

Firm Information

Charlotte Vidal is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

bill pay services

Bill pay services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Charlotte Vidal’s Registration & Firm History

GA

11/20/2023 - Present

Homrich Berg (ATLANTA GA)

IL

08/19/2015 - 04/22/2022

GOLDMAN SACHS & CO. LLC (CHICAGO IL)

Not sure if Charlotte Muller Vidal is right for you?

Licenses & Designations

BC

Issued 08/21/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2018

Series 7 - General Securities Representative Examination

BC

Issued 08/19/2015

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charlotte Muller Vidal.
Not sure if Charlotte Muller Vidal is right for you?