Charles Roehrer is a registered investment advisor at Gpm Growth Investors, INC., based in Bloomfield Hills, MI, with 4 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 207 clients with $260M 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 | 1.00% |
| $1M+ | 0.85% |
For accounts holding individual stocks (GPM Stock and Balanced Accounts). For ETF-based portfolios, the annual fee is 0.85%. GPM may negotiate fees that are different than the fee schedule outlined above.
Fee Estimator
Location
39533 Woodward Ave, Suite 145, Bloomfield Hills, MI, 48304
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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 →Employment History
Current Registrations
Gpm Growth Investors, INC.
Previous Registrations
Strategic Wealth Advisors Group, INC.
American Retirement Advisors, INC.
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.