Whitewater Wealth (CRD# 169233) is a financial advisory firm headquartered in Vida, OR. They manage $19,000,000 in 50 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$380,000
- 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
- Pension consulting services
Charles Bales (CRD# 1897315) is an Investment Advisor Representative working at Whitewater Wealth in Vida, OR and has over 29 years of experience in the finance industry.