Charter Capital Management, Inc.'s Form ADV discloses 1.00% on the first $500,000, 0.90% on the next $500,000, 0.80% on the next $2 million, 0.60% on the next $2 million, and 0.50% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #35919), Charter Capital Management, Inc. is subject to fiduciary duty under federal law.
Charter Capital Management, Inc. is headquartered in BROOKFIELD, WI.
Charter Capital Management, Inc. serves 139 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, Charter Capital Management, Inc. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Charter Capital Management, Inc. manages $462 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, Charter Capital Management, Inc. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓