CC
CFP

Charles Stewart Cannon

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
42 advisors
Number of Clients
3,533 clients
Average Client Portfolio
$134K average
Assets Under Management
$473.7M

Fee Structure

Financial Plan Fee:$250 - $5,000
Hourly Rate:$100 - $300/hr

Wealth Watch charges fixed fees ($250-$5,000) or hourly fees ($100-$300) for financial planning services. Portfolio management fees range from 0.77% to 1.95% annually, calculated monthly based on the average daily balance. Discounted rates are available for larger households, but these discounts do not apply to assets invested in Howard Capital Management's Ultra Aggressive model or ZEGA Financial models. A technology fee of up to $40 is assessed annually per account.

Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningInvestment Management
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Advisor Information

Office location

Tigard, OR

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Regulatory History (1)
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Financial
November 2016
Final
Other Business ActivitiesSells Insurance

Charles is involved with Cannon Insurance Solutions, Inc., selling various insurance products. This investment-related business takes a few hours per week.

Employment History
Current Registrations
Wealth Watch Advisors, INC
July 2023 - Present · 2 yrs 6 mos
Previous Registrations
Impact Partnership Wealth, LLC
July 2022 - June 2023 · 11 mos
Aegis Wealth Management, INC.
December 2019 - October 2021 · 1 yr 10 mos
Specialized Advisors
January 2019 - October 2019 · 9 mos
Secure Investment Management, LLC
October 2018 - January 2019 · 3 mos
1st Global Advisors INC
March 2003 - December 2006 · 3 yrs 9 mos
Signator Investors, INC.
November 2002 - April 2003 · 5 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.