CHARTER ADVISORY SERVICES, LLC

Overview

Charter Advisory Services, LLC is an independent registered investment adviser that serves individual and family clients and acts as an insurance broker. The firm runs a concentrated, equity-first approach: its filings show a strong preference for exchange-traded equities and a role as a capital allocator and selection agent for outside managers. Advisory services focus on financial planning, portfolio management for individuals and small businesses, and selecting other advisers, which suggests a mix of holistic planning and delegated manager relationships for specialized strategies. The firm charges fees as a percentage of assets under management and also uses hourly fees for certain work. Charter Advisory Services, LLC is run as a limited liability company with individual ownership. It is not positioned as an ESG specialist and does not present as a multistate advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices