Charter Wealth Management
Charter Wealth Management (CRD# 162299) is a financial advisory firm headquartered in Raleigh, NC. They manage $168,111,674 in 268 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management168MILLION
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Total Number of Accounts268ACCOUNTS
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Average Account Value$627,282
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, IL, MS, NC, TN, TX
Scott Bacon (CRD# 6041063) is an Investment Advisor Representative working at Charter Wealth Management in Raleigh, NC and has over 11 years of experience in the finance industry.
Brent Plunkett (CRD# 5621748) is an Investment Advisor Representative working at Charter Wealth Management in Raleigh, NC and has over 15 years of experience in the finance industry.
Justin Taylor (CRD# 4469795) is an Investment Advisor Representative working at Charter Wealth Management in Daphne, AL and has over 21 years of experience in the finance industry.