Charter Research & Investment Group offers investment management and financial planning services to clients. They manage various types of accounts, including trust, retirement, and traditional brokerage accounts. Financial planning is included to help determine a client's financial goals, objectives, and risk tolerance. Portfolios are individually managed and tailored to meet specific objectives and risk tolerance.
Assets Under Management$250M
Clients155
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.5M | 1.00% |
| $3.5M - $7.0M | 0.75% |
| $7.0M - $10.5M | 0.55% |
| $10.5M+ | 0.25% |
Client's fees are negotiable and under special circumstances other rates may be charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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