Charter Advisory Group offers investment services as a stand-alone service or integrated with tax advisory and wealth planning. Their wealth planning services include cash flow, education funding, retirement, income tax, estate, trust, wealth transfer, charitable giving, insurance planning, and corporate executive compensation advice. They use financial analyses to help clients assess their goals and implement strategies. Charter Advisory Group provides discretionary investment advisory services on a fee basis.
Assets Under Management$26M
Clients5
Advisors1
Avg. per Client$5.1M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable and can vary based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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