Charis Legacy Partners, located in Texas, manages investment portfolios and offers financial planning services. They work with clients to create personalized investment plans based on their goals, risk tolerance, and financial situation. Financial planning covers areas like retirement, taxes, insurance, and estate planning. They also offer one-time financial plans to address specific issues. Charis Legacy Partners manages investments on a discretionary basis.
Assets Under Management$130M
Clients60
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | Included |
Fees negotiable for accounts over $5,000,000. Minimum annual fee of $7,500.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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