Charles Wattles
Charles Wattles is a CFA-designated registered investment advisor at Long Road Investment Counsel, LLC, based in Kalamazoo, MI, with 22 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 34 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable for extraordinarily large accounts, family accounts, or complex portfolios. The firm may match fees for clients coming from Charles Wattles' previous firm.
Fee Estimator
Location
107 W. Michigan Ave, Suite 804, Kalamazoo, MI, 49007-3946
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Charles is a general partner in APM, L.P., a family investment partnership, since 1976. He spends minimal time on partnership matters, including security analysis, portfolio management, administrative, and tax matters.
Employment History
Current Registrations
Long Road Investment Counsel, LLC
Previous Registrations
Arcadia Investment Management CORP
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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