Charles Greth
Charles Greth is a registered investment advisor at Altitude Capital Management LLC, based in Tacoma, WA, with 36 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 295 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altitude Capital Management charges a monthly fee based on the size of your portfolio and the complexity of services. The annual fee is a maximum of 2.0%. Consulting services are included in these fees, except in unique circumstances where a separate financial planning agreement may be required. Fees are negotiable.
Location
1201 Pacific Avenue, Suite 603, Tacoma, WA, 98402
Get directionsHistory
Regulatory History (3)
Financial
December 2017Customer Dispute
December 2009Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Charles works as a Medicare advisor, providing advice, guidance, and enrollment assistance. This activity, which is not investment-related, takes about 10-20% of his time, including during trading hours.
Employment History
Current Registrations
Altitude Capital Management LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Legend Equities CorporationBroker
Legend Advisory CORP
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Financial Network Investment CorporationBroker
Primevest Financial Services, INC.Broker
CUNA Brokerage Services, INC.Broker
Pebsco Securities CORP.Broker
Kennedy, Cabot & CO.Broker
Marketing One Securities, INC.Broker
Isfa CorporationBroker
Financial Network Investment CorporationBroker
Blinder, Robinson & Co.,inc.Broker
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.