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How does the Advisor Help Clients – Key Takeaways:
As a financial expert specializing in various services, CHARTER RESEARCH & INVESTMENT GROUP INC. has a proven track record of helping clients achieve their financial goals. With a professional and knowledgeable team of advisors, the firm offers a range of financial services to cater to the unique needs of each individual or organization.
Facts and Insights
Founded in 2005, CHARTER RESEARCH & INVESTMENT GROUP INC. has been in business for over 15 years, providing exceptional financial services to clients. The firm has assets under management of $1 billion and a team of 20 dedicated advisors to assist clients in achieving their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 20 | Over 15 years |
Financial Services Offered
CHARTER RESEARCH & INVESTMENT GROUP INC. offers a wide range of financial services to meet the diverse needs of its clients. Some of the services provided by the firm include investment management, retirement planning, tax planning, and estate planning.
Client Types
The firm caters to a diverse clientele, including individuals, families, small businesses, and larger organizations. With an in-depth understanding of the financial needs of each type of client, CHARTER RESEARCH & INVESTMENT GROUP INC. provides personalized and comprehensive financial advice to help clients reach their financial goals.
Fees & Compensation
CHARTER RESEARCH & INVESTMENT GROUP INC. follows a transparent fee structure and is committed to providing value-based services to its clients. The firm charges a percentage of assets under management as advisory fees, and clients can also opt for hourly fees for specific financial services.
Background
CHARTER RESEARCH & INVESTMENT GROUP INC. has a team of highly qualified and experienced professionals who are dedicated to helping clients improve their financial well-being. With specialized knowledge in various financial areas, the advisors at the firm work closely with clients to understand their goals and develop personalized strategies to achieve them.
Financial Advisor Disclosures to Know
While CHARTER RESEARCH & INVESTMENT GROUP INC. strives to maintain transparency and honesty in all its dealings, it is important for clients to understand the potential risks involved in any financial decision. As a registered investment advisor, the firm is required to disclose information about any conflicts of interest or disciplinary actions, allowing clients to make informed decisions about their finances.