How does the advisor help clients – Key Takeaways:
CHARTER INVESTMENT SERVICES, INC. is a financial consulting firm that provides expert advice and guidance to its clients. With years of experience in the financial industry, the professionals at CHARTER are able to customize their services to meet the unique needs of each client.
The following key takeaways highlight the ways in which CHARTER INVESTMENT SERVICES, INC. helps its clients:
- Provides expert financial advice and guidance
- Customizes services to meet each client’s unique needs
- Has a team of experienced financial professionals
- Offers a wide range of financial services
Facts and Insights
CHARTER INVESTMENT SERVICES, INC. was founded in 2005 and is headquartered in New York City. As of 2021, the company has over $500 million in assets under management and a team of 15 financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 15 |
Financial Services Offered:
CHARTER INVESTMENT SERVICES, INC. offers a wide range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
Client Types:
CHARTER INVESTMENT SERVICES, INC. caters to a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Non-profit organizations
Fees & Compensation:
CHARTER INVESTMENT SERVICES, INC. charges a fee for their services, which is based on a percentage of assets under management. The company believes in transparent pricing and always discloses all fees and compensation structures to its clients.
Background:
CHARTER INVESTMENT SERVICES, INC. was founded by a team of experienced financial professionals with a passion for helping individuals and organizations achieve financial success. The company is committed to providing high-quality, personalized service to each and every client.
Financial Advisor Disclosures to Know:
As a registered investment advisor, CHARTER INVESTMENT SERVICES, INC. is required to provide full disclosure of all potential conflicts of interest to its clients. Clients can also find detailed information about the company’s fees, compensation, and any disciplinary history on their SEC Form ADV.