Charles Dillon is a registered investment advisor at Foguth Wealth Management, LLC., based in Shelby Township, MI, with 7 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 3 more. Their firm serves 2,259 clients with $830M in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
Foguth Wealth Management's annual investment management fees are negotiable and range from 0.50% to 2.00% of the average daily balance of your portfolio. The fees are paid monthly in advance. If a third-party manager is used, their fee is separate from FWM's fee and will be directly debited from your account. Financial planning services are included in the investment management fee. Direct Indexing Models are offered through Orion Portfolio Solutions, LLC with a fee of 0.15%.
Location
45958 Schoenherr Rd., Shelby Township, MI, 48315
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Regulatory History (1)
Criminal
April 2012Employment History
Current Registrations
Foguth Wealth Management, LLC.
Previous Registrations
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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.