Charter Capital Management, LLC
Charter Capital Management, LLC (CRD# 116847) is a financial advisory firm headquartered in Destin, FL. They manage $125,398,485 in 48 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management125MILLION
Total Number of Accounts48ACCOUNTS
Average Account Value$2,612,468
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
FL, LA, TX
Steven Bruce (CRD# 4470652) is an Investment Advisor Representative working at Charter Capital Management, LLC in Destin, FL and has over 15 years of experience in the finance industry.