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LA
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L Atherton

C2 Private Wealth
31 Years of Experience
Bloomfield Hills, MI
Sells Insurance
View SEC Summary
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L Atherton is a registered investment advisor at C2 Private Wealth, based in Bloomfield Hills, MI, with 31 years of industry experience. L operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,066 clients with $1.8B in assets under management.

C2 Private Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
2,066 clients
Average Client Portfolio
$879K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Advisory fee will not exceed 1.00% annually, but is negotiable on a client-by-client basis. Clients also pay a platform fee ranging from 0.00% to 0.50% and may pay an additional 0.05% for tax-loss harvesting services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

36800 Woodward Avenue, Suite 101, Bloomfield Hills, MI, 48304

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

L is an insurance agent at Strategic Planning Advisors, Inc. since March 2021, providing insurance sales and services. This activity takes about half of L's time.

Employment History
Current Registrations
C2 Private Wealth
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Charles Schwab & CO., INC.
August 2011 - January 2021 · 9 yrs 5 mos
Charles Schwab & CO., INC.Broker
August 2011 - January 2021 · 9 yrs 5 mos
Chase Investment Services CORP.
September 2010 - July 2011 · 10 mos
Chase Investment Services CORP.Broker
July 2010 - July 2011 · 1 yr
Strategic Advisers, INC.
May 2010 - July 2010 · 2 mos
Fidelity Brokerage Services LLCBroker
July 1996 - July 2010 · 14 yrs
Mcdonald & Company Securities, INC.Broker
October 1994 - June 1996 · 1 yr 8 mos
State Registrations1 state
MI
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.
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