Charlotte Teruya-Westcott
Charlotte Teruya-Westcott is a registered investment advisor at Cetera Planning Partners, based in Honolulu, HI, with 12 years of industry experience. Charlotte operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,849 clients with $4.2B 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 | 1.65% |
Maximum advisor fee is up to 1.65%. Additional administrative, strategist, and optional service fees of up to 0.05%, 0.90%, and 0.40% respectively may apply depending on portfolio selections.
Fee Estimator
Location
3465 Waialae Avenue, Ste 370, Honolulu, HI, 96816
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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 →Employment History
Current Registrations
Cetera Planning Partners
Previous Registrations
Lee Financial Securities, INC.Broker
Lee Financial Group Hawaii, INC.
State Registrations3 states
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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