Charles A Villano
Advisor at Guardian Life — Glenview, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
32 years
Location
Glenview, IL 60026
Guardian Life
Enterprise
Charles Villano is a CFP® professional with 31 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has an extensive background including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, Villano serves as a CPE instructor for local CPAs and operates a life coaching program for business owners. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms, managing approximately $15 billion in regulatory assets under management.
Based on Guardian Life
Based on Guardian Life
Flat fees for financial planning, consulting, business exit consulting generally $500 to $30,000.
$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select Program maximum client fee)
Brokerage commissions on transaction-based accounts; ticket charges $10 per transaction for Park Avenue Portfolio Select.
Hourly fees for financial planning and consulting generally $100 to $500 per hour.
Subscription-Based Financial Planning fees up to $25,000 per agreement annually; Subscription-Based Business Financial Consulting fees up to $30,000 annually or per engagement.
Account minimum: $5,000 (VestWise minimum), $10,000 (most Park Avenue Proprietary Programs minimums, including Park Avenue Portfolio Select [closed to new investors], Park Avenue Signature Portfolio, Foundations, Quantitative Innovations, Park Avenue Strategist Select and Plus, UMA Select) Minimum fee: Annual Platform Fee minimum $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Advisory and financial planning fees negotiated; financial planning fees range generally $100/hour to $500/hour or flat fees $500 to $25,000; subscription plans up to $25,000 annually.
Glenview, IL
2550 Compass Rd, Suite E
Glenview IL 60026
Advisors at this office
5
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32 years of industry experience
Guardian Life Insurance Company
2024 - Present • 2 years
Elkhorn, WI
Park Avenue Securities
2024 - Present • 2 years
Elkhorn, WI
Guardian Life Insurance
2023 - Present • 3 years
Glenview, IL
Park Avenue Securities
2023 - Present • 3 years
Glenview, IL
Park Avenue Securities
2022 - 2023 • 1 year
Palatine, IL
Guardian Life Insurance
2022 - 2023 • 1 year
Palatine, IL
Park Avenue Securities
2021 - 2023 • 2 years
Burlington, WI
Guardian Life Insurance
2021 - 2023 • 2 years
Burlington, WI
Park Avenue Securities
2019 - 2021 • 2 years
Palatine, IL
Guardian Life Insurance Company
2019 - 2021 • 2 years
Palatine, IL
Park Avenue Securities
2018 - 2019 • 1 year
Chicago, IL
Guardian Life Insurance
2018 - 2019 • 1 year
Chicago, IL
Guardian Life Insurance
2017 - 2019 • 2 years
Glenview, IL
Park Avenue Securities
2017 - 2019 • 2 years
Glenview, IL
Guardian Life
2009 - 2017 • 8 years
Arlington Heights, IL
Guardian Life Insurance Co of America
2009 - 2017 • 8 years
Arlington Heights, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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