Griffin Saddler is a CFP-designated registered investment advisor at Watershed Wealth, based in Alpena, MI, with 6 years of industry experience. Griffin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Investment Management, Retirement Planning, Tax Planning. Their firm serves 66 clients with $15M 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 | 1.50% |
Maximum annual fee. Fees are negotiable at Watershed's discretion. Minimum annual fee of $1,000 for individual clients and $1,500 for family households.
Fee Estimator
Contact
Griffin Saddler
Location
1223 S State Ave, Suite B, Alpena, MI, 49707
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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
Griffin serves as a board member for Alpena Community Credit Union, an investment-related financial institution, since November 2024. He dedicates minimal time to this role, which involves general direction and oversight.
Employment History
Current Registrations
Watershed Wealth
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations1 state
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