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Charles H. Self III

Helping financial advisors become more profitable by providing low cost investment solutions.

Isectors, LLC



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Advisor Services

  • Pension Consulting
    • -401k
    • -403b
    • -457
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients



No timeline events available.
Employer Years Dates
Isectors LLC 6 years, 1 month Mar 2014 - Present
Pension Consultants, Inc. 5 months Sep 2013 - Feb 2014
First Midwest Bank 1 year, 10 months Feb 2011 - Dec 2012
Parasol Investment Management, LLC 1 year, 10 months Feb 2011 - Dec 2012
B.C. Ziegler and Company 1 year, 7 months Feb 2009 - Sep 2010

Designations & Memberships

  • Chartered Financial Analyst Institute
    Chartered Financial Analyst Institute

Articles and Answers

Insights by Charles Self

Time for Advisors to Focus on Income Funds?
Published 2018-09-26 07:51:12
Equity Trend Following Strategies are Shams
Published 2018-04-18 07:45:56
How 401(K) Advisors Can Use ETFs
Published 2018-03-12 16:09:21
ETF Hits & Misses For 2016
Published 2017-04-11 17:32:49
Post-MPT 4th Quarter Update
Published 2015-10-08 16:32:34
Why REITs Should be in a Retirement Portfolio
Published 2015-08-11 07:08:53
2015 Market Outlook
Published 2015-07-02 13:52:03
e.g. Guide to Financial Planning
Published 2015-04-13 12:35:30
    *Articles are published by advisors without compensation.


    Ask a financial questionAsk a question
    Searching for Fee only financial planner in Shawno/Green Bay/Appleton WI area to assist my MIL with financial planning.
    I am the Chief Investment Officer of Sumnicht & Associates, located by the Appleton airport. Vern Sumnicht, the Founder and CEO of the firm, has been in the business for 30 years and would be happy to talk with her. Please contact me at 920-257-5168....  (more)
    Answered Aug 2014
    Should I invest in life insurance?
    Although there are uses for life insurance, one should not "invest" in insurance for the following reasons:1. You are mainly paying for protection for when you die. The insurance charges eat up your returns.2. Although you can borrow from it, you are not able to get even the money you put into ...  (more)
    Answered Apr 2015
    How important is picking mutual funds with 4 or 5 stars from Morningstar versus funds with extremely low fees?
    If your interest in academic research on the effectiveness of the Morningstar rating system, you may be interested in these papers:Antypas, Antonios and Caporale, Guglielmo Maria and Kourogenis, Nikolaos and Pittis, Nikitas, Selectivity, Market Timing and the Morningstar Star-Rating System (April 1...  (more)
    Answered Mar 2015
    Can you please tell me a good, simple book on estate planning that is less than 200 pages long?
    If you are still looking for an answer to this question, "California Estate Law: Wills and Trusts Made Easy: Make Your Own Will, Trust, Power of Attorney Over Financial Affairs, and Advance Healthcare Directive" by Brenda J Edwards JD looks like a book to consider. It was published in 2015 so it i...  (more)
    Answered Feb 2018
    My mom gets an old retirement from my dad. How do I change her address for her checks?
    Assuming they are physical checks, start by looking at the envelope and additional information that come with the checks. If there is contact information on any of it, utilize it to send a letter, email or call. Also, she should receive plan information on an annual basis. See if she has saved an...  (more)
    Answered Dec 2015
    I need to talk with someone about a 401k Profit Sharing Plan that I have .
    My recommendation is to contact Greg Bakke at Expand Financial. 720.387-8158...  (more)
    Answered Apr 2018
    I am looking for a mailing address for a Plan Administrator to send a death certificate to collect.
    There are a number of online directories or search cites you can consult:  (more)
    Answered Apr 2018
    Any advice on the best Individual401K 3rd party administrator that supports loans from the account?
    I personally use Pensco Trust Company. They have great service and wide range of features....  (more)
    Answered Feb 2018
    Need to find an investor for a hotel project in the palm springs area?
    Try the Palm Springs Angel List:  (more)
    Answered Feb 2018
    Suppose the realized rate of return on the market portfolio is one percentage point greater than its expected return. How would the realized rate of return compare with the expected return of a security with a beta of +2?
    Besides the previous comments, there is an assumption made that the two securities' returns are highly correlated with each other. If they are not, it is not statistically correct to depend on beta as a risk measure....  (more)
    Answered Feb 2018
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      U.S. Securities and Exchange Commission
      • license status
      • disclosures
      • as of date
        Feb 2, 2019
      • license status
        Not registered
      • disclosures
      • as of date
        Feb 2, 2019
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:



      Last updated on March 26, 2020
        • $187.0M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 2K
          number of clients
        • $85.0K
          Estimated Average Account Balance Per Client

      Isectors, LLC

      Last updated on March 30, 2020
        • $23.1M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 92
        • $251.4K
          Estimated Average Account Balance


      Types of Compensation Arrangements

      • Percentage Of Assets
      • Other