Charles Waibel is a CFA-designated registered investment advisor at Sellwood Investment Partners LLC, based in Portland, OR, with 24 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 72 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sellwood Investment Partners' fees are based on fixed annual retainer fees or a percentage of assets under advisement. Fees are negotiable based on factors like portfolio size and complexity. Clients are also responsible for fees charged by investment managers and custodians.
Location
6650 SW Redwood Lane, Suite 370, Portland, OR, 97224
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sellwood Investment Partners LLC
Previous Registrations
Badgley Phelps Investment Managers
State Registrations1 state
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