CHARIS LEGACY PARTNERS

RIASEC RegisteredEst. 2024

Total AUM

$133M

Discretionary

$133M

100% of AUM

Avg account

$544K

Accounts

244

Employees

Advisory reps

Firm details

Headquarters: BRYAN, Texas
CRD number: 311968
Registered since: November 27, 2024
Website: charislegacy.com
Custodians: CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI89.67%
Individuals9.36%
Pension & Profit Sharing Plans0.97%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Charis Legacy Partners LLC is an independent registered investment adviser that provides wealth and portfolio advisory services to both individuals/families and institutional clients. Registered with the SEC in 2024, the firm offers financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its fees are primarily charged as a percentage of assets under management and via hourly billing for certain engagements. Charis Legacy Partners does not position itself as a capital allocator and is not identified as an active ESG investor.