Charis Legacy Partners
Charis Legacy Partners (CRD# 311968) is a financial advisory firm headquartered in Bryan, TX. They manage $88,632,864 in 179 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management89MILLION
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Total Number of Accounts179ACCOUNTS
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Average Account Value$495,156
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, TX
Financial Advisors at Charis Legacy Partners
1
Scott Monk (CRD# 6427211) is an Investment Advisor Representative working at Charis Legacy Partners in Bryan, TX and has over 9 years of experience in the finance industry.
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