Andrew Charbonneau
Andrew Charbonneau is a CFP-designated registered investment advisor at Defining Wealth, based in Auburn Hills, MI, with 11 years of industry experience. Andrew 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, Insurance Planning, and 2 more. Their firm serves 92 clients with $8.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
691 N. Squirrel Rd., Suite 175, Auburn Hills, MI, 48326
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew owns Redwood Wealth Management, Inc., established for tax purposes, dedicating about 10% of his time. He also works as an insurance agent, selling and servicing insurance products through unaffiliated issuers, also dedicating about 10% of his time.
Employment History
Current Registrations
Defining Wealth
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
W&s Brokerage Services, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Hantz Financial Services, INC.Broker
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.