Charles
Trew
Bellwether Investment Group, LLC
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About this Advisor
Charles Trew is a financial advisor based in Dalton, Georgia, working with Bellwether Investment Group, LLC. Charles has previously held positions at Bellwether Investment Group, LLC, C&T Investments Partnership LLC, Trew Income Tax And Bookkeeping Service, and Trew Tax & Insurance LLC. Charles has passed the Series 65 regulatory exam and is registered to provide services in Georgia and Tennessee. Currently, Charles is part of Bellwether Investment Group, LLC, which operates out of Dalton, Georgia. The firm has 4 offices and 6 employees. The firm manages assets totaling $123.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Bellwether Investment Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bellwether Investment Group, LLC Brokerage Details
$123,690,732
6
315
$392,669
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Charles Trew Work History
Bellwether Investment Group, LLC
C&T Investments Partnership LLC
Trew Tax & Insurance LLC
Trew Income Tax And Bookkeeping Service
Disclosures
Please visit the SEC profile of Charles Trew to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bellwether Investment Group, LLC
Hixson, TN
Dalton, GA
Chattanooga, TN
Hixson, TN
Hixson, TN
Holly Springs, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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