Charter Capital Management, LLC
Charter Capital Management, LLC (CRD# 116847) is a financial advisory firm headquartered in , . They manage $46,118,378 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management46MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$1,537,279
- 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)
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.