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| Investment Management | |||||
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Full-service investment management is an ongoing personal relationship between yourself and Charter Investment Advisors. We act as your unbiased financial advisor, directing investment activities to ensure that objectives are being met while minimizing estate and income taxes, expenses, and risk.
Charter's Balanced Accounts (see below) are designed for investors seeking long-term growth and preservation of capital. The appropriate balance of equities, fixed income, and money market funds offers attractive investment return opportunities and diversification of risk. Charter also manages Bond Accounts for more conservative investors, Stock Accounts for aggressive investors, and Mutual Fund Accounts. |
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| Fee for investment management service: • 1.10% on first $1,000,000 • 0.75% on the next $1,000,000 • 0.50% on assets over $2,000,000 Fees are calculated based on the value of managed assets |
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