Charles Potter
Charles Potter is a registered investment advisor at Osaic Wealth, INC., based in Liberty Lake, WA, with 40 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2310 N Molter, Suite 103, Liberty Lake, WA, 99019
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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 ActivitiesSells Insurance
Charles is a board member for Spokane Baptist Association Homes, an advisor representative for Simple Wealth LLC (taking about half of his time), president of Investment Dynamics, Inc., and a consultant for Simple Leadership. Investment Dynamics involves insurance sales, staff hiring and management, lease management and physical plant.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Simple Wealth LLC
Previous Registrations
Securities America, INC.Broker
Securities Service Network, LLCBroker
Ssn Advisory, INC.
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Financial Network Investment CorporationBroker
State Registrations13 states
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.