Charis Legacy Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$132,695,803
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
59
63% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
59
Average account size
$2,249,081
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.85% $3,000,000 - $5,000,000: 0.70% $5,000,000+: Negotiable
One-time financial plans at $499 per hour (fees may be negotiable)
Minimum fee: Minimum annual fee of $7,500 Fee-only: Investment management and financial planning fees based on assets under management, plus hourly fees for one-time financial plans at $499/hour
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Charis Legacy Partners
1716 Briarcrest Dr, Suite 300
Bryan TX 77802, United States
Number of offices
1
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