CD
CD
Charles Dettloff
21 Years of Experience
Birmingham, MI
7 Disclosures
Charles Dettloff is a registered investment advisor at Liberty Capital Management INC, based in Birmingham, MI, with 21 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 160 clients with $850M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
160 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$849.5M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees range from 0.25% to 0.75% and are negotiable based on various factors. There is a minimum annual fee of $2,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
401 S Old Woodward Avenue, Ste 430, Birmingham, MI, 48009
Get directionsHistory
Regulatory History (7)
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Customer Dispute
August 2008Settled
Customer Dispute
July 2008Settled
Customer Dispute
March 2008Settled
Customer Dispute
March 2008Settled
Customer Dispute
March 2008Settled
Customer Dispute
March 2008Settled
Customer Dispute
April 2003Denied
Employment History
Current Registrations
Liberty Capital Management INC
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Comerica Securities
April 2004 - February 2016 · 11 yrs 10 mos
State Registrations2 states
MITX
Advisor
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
No exam information available for this advisor.