Charles WaterhouseCRD Number: 6363082
Current Firm: Arbor Trust Wealth Advisors, LLC
Charles Waterhouse (CRD# 6363082) is an Investment Advisor Representative working at Arbor Trust Wealth Advisors, LLC in Ann Arbor, MI and has 1 year of experience in the finance industry.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
Clear Financial Advisors, LLC
|Arbor Trust Wealth Advisors, LLC||Ann Arbor, MI||Aug 2014 - Current||3|
|United Bank & Trust||Ann Arbor, MI||Jul 1998 - Aug 2014||16|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2016|
Total Assets Under Management217MILLIONS
Total Number of Accounts845ACCOUNTS
Average Account Value$257,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MI, NH, TX
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