Charter Capital Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Charter Capital Management, LLC provides wealth management, financial planning, and retirement plan advisory services to individuals (including high net worth clients), trusts, pension and profit-sharing plans, and foundations. As of December 31, 2025, the firm managed approximately $462.2 million on a discretionary basis and is operated by a small team serving roughly 362 client relationships.
The firm uses a strategic, long-term asset allocation framework and a “growth at reasonable prices” approach for individual stock selection, combining passive index funds and ETFs with select active managers and individual equities, and conducts regular portfolio monitoring under discretionary authority. CCM also offers tax-aware financial planning, coordinates with clients’ accountants and attorneys, and serves in a 3(21) advisory capacity for employer-sponsored retirement plans while delivering participant education and enrollment support.
Distinctive features disclosed in the brochure include an in-house accounting and tax-preparation practice and multiple affiliations uncommon among similar team firms: Arden Trust Company for corporate trustee services, a brokerage/insurance general agency (Comprehensive Brokerage Services/Kestra Insurance Planning), and Kestra Investment Management as an affiliated investment adviser; the firm notes these relationships may create conflicts of interest but states clients are under no obligation to use affiliates. The firm’s April 1, 2025 acquisition by Bluespring Wealth Partners is a recent ownership change noted alongside these affiliations.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% annually $500,000 - $1,000,000: 0.90% annually $1,000,000 - $3,000,000: 0.80% annually $3,000,000 - $5,000,000: 0.60% annually $5,000,000+: 0.50% annually
Account minimum: $1,000,000 for retirement plan advisory services (waivable); minimums for other services vary and are not clearly stated Fee-only: Fee-only financial management firm (no commissions)
Main office
13805 W Burleigh Road, Suite 100
Brookfield WI 53005
Advisors at this office
4
Most active in
Colorado · Florida · Illinois · Texas · Wisconsin
Also doing business as
Charter Capital Management, Inc · Charter Capital Management, Inc. · Charter Capital Management, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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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.
Quick links
Advisors at this firm
Samuel V
Series 65
Brookfield, WI
Charter Capital Management, Inc
Samuel Verhulst is a financial advisor at Charter Capital Management, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at Vogel Consulting before joining Charter Capital Management. Charter Capital Management provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, and foundations. The firm manages approximately $462 million on a discretionary basis and employs a strategic, long-term asset allocation framework combined with a “growth at reasonable prices” approach to individual stock selection.
Joel H
CFA®, Series 63
Brookfield, WI
Charter Capital Management, Inc
Joel Hassler is a CFA® charterholder with 26 years of industry experience. He has been with Charter Capital Management, Inc. since 1993 and previously worked at Kestra Financial Inc. for one year. Charter Capital Management, LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, and foundations. The firm employs a strategic, long-term asset allocation framework and combines passive index funds with select active managers and individual equities, serving approximately 362 client relationships with discretionary assets totaling around $462.2 million.
Daniel G
CFP®, Series 63, Series 65
Brookfield, WI
Charter Capital Management, Inc
Daniel Glaser is a CFP® with 30 years of industry experience. He has been with Charter Capital Management, Inc. since 2004 and previously operated his own CPA practice from 1990 to 2020. He is currently associated with Kestra Financial Inc. Outside of his advisory roles, no additional business activities are noted. Charter Capital Management, LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, and foundations. The firm uses a strategic, long-term asset allocation framework and combines passive and active investment strategies while offering tax-aware financial planning and coordinating with clients’ accountants and attorneys.
Alexandra C
Series 65
Brookfield, WI
Charter Capital Management, Inc
Alexandra Cali is a financial advisor at Charter Capital Management, Inc. with 10 years of industry experience. She holds the Series 65 designation and has worked at Charter Capital Management since 2016, with a brief tenure at Kestra Financial Inc. beginning in 2026. Charter Capital Management provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, and foundations. The firm employs a strategic, long-term asset allocation framework combined with a “growth at reasonable prices” approach to stock selection, blending passive index funds and ETFs with select active managers and individual equities.
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