Advisor at Simple Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Simple Wealth LLC
Location
Liberty Lake, WA 99019
Credentials
Series 63, Series 65
Industry experience
40 years
Charles Potter is a financial advisor at Simple Wealth LLC with over 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc. and Securities America, Inc. Outside of his advisory work, he serves as a board member for the Spokane Baptist Association Homes, a senior housing organization. Simple Wealth LLC provides discretionary and non-discretionary portfolio management and financial planning for individual, high-net-worth, and charitable clients. The firm employs asset-allocation-based strategies combining fundamental, technical, cyclical, and computer-model analysis, with accounts managed on either a discretionary or client-approval basis.
Based on Simple Wealth LLC
Fixed fees for financial planning services, amount depends on complexity and prior relationship
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,250,000: 1.25% $1,250,001 - $2,000,000: 1.00% $2,000,001 - $25,000,000: 0.75% $25,000,001+: 0.50%
Investment advisor representatives may receive commissions for sale of securities as registered representatives of Osaic Wealth, Inc.
$250 per hour for financial planning services
Fee-only: Hourly fees at $250 per hour; Fixed fees for financial planning vary by complexity and prior relationship
2310 N Molter, Suite 103
Liberty Lake, WA 99019
Idaho · Texas · Washington
OSAIC
2024 - Present (2 years)
Securities America, inc.
2020 - 2024 (4 years)
Downriver Capital Management, Llc
2016 - 2017 (1 year)
Simple Wealth, Llc
2010 - Present (16 years)
Downriver Capital Management, Llc
2010 - 2016 (6 years)
Securities Service Network, Inc.
2007 - 2020 (13 years)
Simple Leadership
2004 - Present (22 years)
Investment Dynamics, Inc.
1980 - Present (46 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 66
Colbert, WA
Sound Advisory Services Inc.
Series 65
Liberty Lake, WA
Carlson Financial Advisory, LLC
Series 65
Spokane Valley, WA
Pacific Wealth Advisory, LLC
Series 65
Post Falls, ID
Concinnus Financial, Inc
Series 65
Valleyford, WA
M Group
Series 66
Liberty Lake, WA
Simple Wealth LLC
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