Overview
Assets Under Management: $117 million
Headquarters: BRYAN, TX
High-Net-Worth Clients: 30
Average Client Assets: $4 million
Frequently Asked Questions
CHARIS LEGACY PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311968), CHARIS LEGACY PARTNERS, LLC is subject to fiduciary duty under federal law.
CHARIS LEGACY PARTNERS, LLC is headquartered in BRYAN, TX.
CHARIS LEGACY PARTNERS, LLC serves 30 high-net-worth clients according to their SEC filing dated January 27, 2025. View client details ↓
According to their SEC Form ADV, CHARIS LEGACY PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CHARIS LEGACY PARTNERS, LLC manages $117 million in client assets according to their SEC filing dated January 27, 2025.
According to their SEC Form ADV, CHARIS LEGACY PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.29
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 196
Discretionary Accounts: 188
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 311968
Last Filing Date: 2025-01-27 00:00:00
Website: https://charislegacy.com