Charitable Foundation Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Charitable Foundation Services LLC provides investment advisory and related management services primarily to charitable foundations, charitable trusts and high-net-worth individuals. In addition to investment recommendations, the firm offers foundation administration and consulting services, including charity research, communications and tax filing support.
The firm follows a long-only, passive ETF approach, using proprietary valuation models that emphasize large-cap stocks and more stable industries and an economic model that incorporates interest rates, earnings, growth and inflation; reviews and recommendations are provided periodically (typically monthly or quarterly). Recommendations are non-discretionary—clients retain sole authority over trade execution and choice of custodians—and the firm does not take custody of client assets.
Noteworthy aspects include a client mix concentrated on charitable and institutional accounts and an unusually small roster (the brochure reports one related-entity client with about $2.47 million under management), while the firm’s principal devotes the majority of time to foundation administration and roughly one-quarter of time to investment advisory work. The adviser does not direct or aggregate client trades, generally leaves brokerage and execution arrangements to clients, and bills advisory fees by invoice rather than deducting them directly from client accounts.
Client services
Expertise
Fee options
0.40% annually (40 basis points), billed quarterly at 0.10% per quarter
Account minimum: $7,000,000 Fee-only: Only compensation is the asset-based fee of 0.40% annually; no commissions or other fees are charged by the firm.
Main office
Sarasota FL
Advisors at this office
1
Most active in
Pennsylvania · Virginia
Also doing business as
Charitable Foundation Services LLC · Foundation Services · Foundation Services LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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