Charis Legacy Partners's Form ADV discloses 1.00% on the first $1 million, 0.85% on the next $2 million, 0.70% on the next $2 million, and negotiable rates above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #311968), Charis Legacy Partners is subject to fiduciary duty under federal law.
Charis Legacy Partners is headquartered in BRYAN, TX.
Charis Legacy Partners serves 37 high-net-worth clients according to their SEC filing dated May 22, 2026. View client details ↓
According to their SEC Form ADV, Charis Legacy Partners offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Charis Legacy Partners manages $133 million in client assets according to their SEC filing dated May 22, 2026.
According to their SEC Form ADV, Charis Legacy Partners serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓