Whitewater Wealth (CRD# 169233) is a financial advisory firm headquartered in Vida, OR. They manage $20,000,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts35ACCOUNTS
Average Account Value$571,429
- 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
- Selection of other advisers (including private fund managers)
Charles Bales (CRD# 1897315) is an Investment Advisor Representative working at Whitewater Wealth in Vida, OR and has over 28 years of experience in the finance industry.