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Charles Nelson Waterhouse

ARBOR TRUST WEALTH ADVISORS, LLC·ANN ARBOR, Michigan
Unclaimed Profile
825 VICTORS WAY, ANN ARBOR, MI 48108CRD# 6363082Firm CRD# 169611
01

About

Charles Nelson Waterhouse is a registered financial advisor based in ANN ARBOR, Michigan, affiliated with ARBOR TRUST WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ARBOR TRUST WEALTH ADVISORS, LLC
ARBOR TRUST WEALTH ADVISORS, LLC
AUM
$528M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at ARBOR TRUST WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6363082
Firm CRD# 169611
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Nelson Waterhouse offer?
Charles Nelson Waterhouse specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ANN ARBOR, Michigan for a consultation.
What are Charles Nelson Waterhouse's credentials?
Charles Nelson Waterhouse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Nelson Waterhouse located?
Charles Nelson Waterhouse is based in ANN ARBOR, Michigan, working with ARBOR TRUST WEALTH ADVISORS, LLC. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.
How does Charles Nelson Waterhouse charge for services?
Charles Nelson Waterhouse's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARBOR TRUST WEALTH ADVISORS, LLC?
ARBOR TRUST WEALTH ADVISORS, LLC has approximately 13 employees and manages $528M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Brian Khoury — WAYPOINT VENTURES, LLCJohn Burton Goff — RETIREMENT INCOME SOLUTIONS, INC.Carol Ann Sewell — ARBOR TRUST WEALTH ADVISORS, LLCJack Howard Chisholm — CHISHOLM & DAMES INCJennifer Puckett Hunter — VISION CAPITAL PARTNERS
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideBIRMINGHAM GuideTROY Guide
Research
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