Charles Henrich
Charles Henrich is a registered investment advisor at Southwest Michigan Wealth Management, LLC, based in Kalamazoo, MI, with 14 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 4 more. Their firm serves 166 clients with $29M 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 $750K | 1.35% |
| $750K - $1.5M | 1.20% |
| $1.5M+ | 1.10% |
Sub-advisor charges an additional 0.50% fee and $50 technology fee per account. The asset management fee may be negotiated depending upon the individual circumstances of the client. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
4341 S. Westnedge Avenue, Suite 1201, Kalamazoo, MI, 49008
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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.
Learn about disclosures →Other Business Activities
Charles works full-time as a biotech sales specialist, selling biologics to the healthcare industry. This activity is not investment-related.
Employment History
Current Registrations
Southwest Michigan Wealth Management, LLC
Previous Registrations
Horter Investment Management, LLC
State Registrations1 state
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