CHARTER WEALTH MANAGEMENT

8601 Six Forks Road
Suite 400
Raleigh, North Carolina 27615
Tel: 919-729-2100

About CHARTER WEALTH MANAGEMENT

CHARTER WEALTH MANAGEMENT, formally registered with the SEC as CHARTER WEALTH MANAGEMENT. The firm was established in 01/03/2020. They have over 4 offices throughout the country.

CHARTER WEALTH MANAGEMENT is a Raleigh, North Carolina based Financial Planning firm with nearly $168,111,674 assets under management, offering retirement planning & investment advisory services to 268 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	162299
SEC#	801-117854
Assets Managed by Firm	$168,111,674
No. of Clients	268
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	268	$168,111,674
Individuals (other than high net worth individuals)	89	$38,864,229
High net worth individuals	24	$32,109,182
Pension and profit sharing plans	14	$84,159,008
Charitable organizations	Fewer than 5 clients	$12,979,255

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