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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Waterhouse is an Investment Advisor Representative at Arbor Trust Wealth Advisors, LLC. Charles is registered with the state of Michigan and the state of Texas. Charles is affiliated with Arbor Trust Wealth Advisors, LLC and has been with the firm since August 2014. Charles is a fiduciary and provides a variety of services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Charles is a member of the finance committee and retirement plan committee for Emergent Health Partners, a charitable organization. Charles is also a trustee for Huron Valley Ambulance, another charitable organization.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
08/04/2014 - Present
Arbor Trust Wealth Advisors, LLC (ANN ARBOR MI)
IA
Issued 11/07/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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