Charter Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Charter Advisory Group provides investment management, financial planning, tax advisory, and related consulting services to individuals, families, trusts, and charitable entities. The firm’s client roster is small and oriented toward wealthier households, trusts, and corporate executives rather than mass‑market retail clients, and it states there is no account minimum.
The firm integrates tax and wealth‑planning analyses into its investment process, using proprietary asset allocation models and third‑party research to develop each client’s investment policy and target allocation. Portfolios are typically implemented with mutual funds and ETFs (individual equities are generally avoided unless requested), and fixed‑income allocations often include individually managed municipal bond strategies for tax‑efficient income.
Charter Advisory Group is affiliated with an investment services subsidiary, Charter Capital Advisors LLC, and discloses affiliated tax‑preparation arrangements that could present conflicts of interest — an affiliation structure that is uncommon among independent firms. It also notes operational practices that distinguish it from many peers, such as treating cash as an asset class, routinely recommending Schwab for custody, and managing a limited number of tailored client relationships.
Client services
Expertise
Fee options
Fixed fees or retainers typically charged for tax advisory and preparation, financial counseling, and comprehensive planning arrangements
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.40%
Hourly charges range from $250 to $750 per hour depending on the nature of work and professional level
Fee-only: Financial planning fees range from $1,250 to $2,500 per quarter or $250 to $750 per hour depending on services
Main office
90 Washington Valley Road
Bedminster NJ 07921
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Charter Advisory Group · Charter Capital Advisors 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.
Forms ADV
Quick links
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