Charter Advisory Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$25,500,000
Total clients
5
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$5,100,000
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
Financial planning
Portfolio management
Selection of other advisers
Limited investment consulting
Expertise
General retirement planning
General tax planning
Charitable giving tax strategies
Retirement withdrawal strategies
Wealth management
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 location
Charter Advisory Group
90 Washington Valley Road
Bedminster NJ 07921, United States
Number of offices
1
Most active in
Charter Advisory Group has reported serving >5 clients in these states in the last 12 months.
New Jersey
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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