L Atherton is a registered investment advisor at C2 Private Wealth, based in Novi, MI, with 31 years of industry experience. L operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1,068 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
C2 Private Wealth manages your investment accounts for a fee, but the brochure does not specify the exact percentage charged. The fee will be documented in your advisory agreement. In addition to C2's fee, you will also pay a platform fee to AssetMark, which ranges from 0.00% to 0.50%. Certain taxable accounts may also be enrolled in a tax-loss harvesting service for an additional 0.05% fee. C2 also offers limited advisory services for assets held in employer-sponsored plans for a fee not to exceed 0.74% annually.
Location
29409 Haggerty Road, Suite 200, Novi, MI, 48377
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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 ActivitiesSells Insurance
L is an insurance agent at Strategic Planning Advisors, Inc. since March 2021, providing insurance sales and services. This activity takes about half of L's time.
Employment History
Current Registrations
C2 Private Wealth
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Mcdonald & Company Securities, INC.Broker
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.