Charles Cannon
Charles Cannon is a CFP-designated registered investment advisor at Wealth Watch Advisors, INC, based in Tigard, OR, with 11 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,587 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Standard annual management fee ranges from 0.77% to 1.95%. Specialized models have separate fee structures (Howard Capital Ultra Aggressive ranges from 1.52% to 2.52%; ZEGA Financial models range from 1.02% to 2.02%; private placement funds range from 0.50% to 1.25%). Household asset discounts apply for eligible accounts.
Fee Estimator
Location
Tigard, OR
Get directionsHistory
Regulatory History (1)
Financial
November 2016Other Business ActivitiesSells Insurance
Charles is involved with Cannon Insurance Solutions, Inc., selling various insurance products. This investment-related business takes a few hours per week.
Employment History
Current Registrations
Wealth Watch Advisors, INC
Previous Registrations
Impact Partnership Wealth, LLC
Aegis Wealth Management, INC.
Specialized Advisors
Secure Investment Management, LLC
1st Global Advisors INC
Signator Investors, INC.
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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