Charles Wattles
Charles Wattles is a CFA-designated registered investment advisor at Long Road Investment Counsel, LLC, based in Kalamazoo, MI, with 21 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $320M 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 $1.0M | 0.80% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable based on account size or complexity. For clients coming from the advisor's previous firm, Long Road Investment Counsel will match the advisory fees being charged at that firm.
Fee Estimator
Location
107 W. Michigan Ave, Suite 804, Kalamazoo, MI, 49007-3946
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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 is a general partner in APM, L.P., a family investment partnership, since 1976. He spends minimal time on partnership matters, including security analysis, portfolio management, administrative, and tax matters.
Employment History
Current Registrations
Long Road Investment Counsel, LLC
Previous Registrations
Arcadia Investment Management CORP
State Registrations1 state
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