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Charles Albert Place

BLUE WATER CAPITAL ADVISORS, LLC·DULUTH, Minnesota
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1314 E. SUPERIOR ST., DULUTH, MN 55805-2428CRD# 1382694Firm CRD# 148933
01

About

Charles Albert Place is a registered financial advisor based in DULUTH, Minnesota, affiliated with BLUE WATER CAPITAL 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
Nonprofits & Foundations
03

Firm Overview

Firm
BLUE WATER CAPITAL ADVISORS, LLC
BLUE WATER CAPITAL ADVISORS, LLC
AUM
$42M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BLUE WATER CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1382694
Firm CRD# 148933
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Albert Place offer?
Charles Albert Place specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DULUTH, Minnesota for a consultation.
What are Charles Albert Place's credentials?
Charles Albert Place is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Albert Place located?
Charles Albert Place is based in DULUTH, Minnesota, working with BLUE WATER CAPITAL ADVISORS, LLC. Their office serves clients in the DULUTH metropolitan area and surrounding communities.
How does Charles Albert Place charge for services?
Charles Albert Place's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE WATER CAPITAL ADVISORS, LLC?
BLUE WATER CAPITAL ADVISORS, LLC has approximately 1 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DULUTH
Ann Theresa Hockman — FIRST ASSOCIATED INVESTMENT ADVISORS, INC.Keith David Bakke — BLUE WATER CAPITAL ADVISORS, LLCKevin Mark Wilson — BLUE WATER CAPITAL ADVISORS, LLCKevin Dale Bakke — BLUE WATER CAPITAL ADVISORS, LLCCurtis Alan Teberg — FIRST ASSOCIATED INVESTMENT ADVISORS, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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