Charles Willhoit is a registered investment advisor at Iwp Wealth Management LLC, based in Denver, CO, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 71 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IWP Wealth Management negotiates a fixed annual fee with each family client based on the amount of work and value provided. When preferred, IWP may charge a fee based on a percentage of assets under management or a combination of a fixed annual fee and a percentage-based fee. For investment advisory clients, IWP typically charges an ongoing asset-based fee, billed quarterly, based on the value of the assets in the client's advisory account.
Location
2719 East 3rd Avenue, Denver, CO, 80206
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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.
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Charles is a member of numerous LLCs and investment partnerships as a personal investor, but does not have a controlling role in any of them. His full attention is devoted to IWP Wealth Management LLC.
Employment History
Current Registrations
Iwp Wealth Management LLC
Previous Registrations
Bainco International Investors LLC
State Registrations2 states
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