A complete list of active advisors currently associated with Charter Advisory Corporation

Warmer can help you find a great advisor at Charter Advisory Corporation or one who fits your needs even better.

Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages roughly $333 million in client assets and offers both discretionary and non-discretionary portfolio management, as well as plan-level ERISA fiduciary services. Charter combines fundamental and technical analysis with model- and manager-based solutions delivered through LPL-sponsored programs (including MAS, OMP, PWP, MWP and GWP) and conducts periodic reviews and rebalancing of client accounts. Financial planning, isolated transaction advice, and ongoing reviews are integrated into its management process, and the firm discloses its ERISA/IRC fiduciary responsibilities when advising retirement accounts. The brochure highlights several atypical affiliations for a multi-team adviser: certain investment adviser representatives may be licensed as CPAs, provide pension-consulting services, and sell insurance, and the firm discloses referral and fee-sharing arrangements with third‑party advisers and LPL that can create additional compensation streams. It also notes the firm may recommend or assist with non-traditional partnership investments (such as venture capital or equipment leasing), underscoring a broader set of advisor roles and potential conflicts that clients should consider.

To learn more about the advisors currently working at Charter Advisory Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.