Chartered Financial Services, operating as moneygrow.com, offers financial planning and investment management to individuals, high net-worth individuals, families, trusts, estates, corporations, and retirement plans. The firm focuses on long-term financial strategy and money management, tailoring services to client needs and goals. They provide both discretionary and non-discretionary managed accounts. Chartered Financial Services emphasizes a mission-based approach to investing, promoting long-term perspective and a better world.
Assets Under Management$13M
Clients27
Advisors1
Avg. per Client$480K
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $7.5M | 0.75% |
| $7.5M+ | 0.75% |
Fees negotiable for accounts over $7,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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