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Advisory Service Fees

What will you pay for our advisory services?

As you financial advisor, WealthCharter seeks to always be:

  1. Value-added
  2. Transparent
  3. Both reasonable and competitive in the fees for our services.

Our Extraordinary Living Process™ framework allows us to tailor strategies and tools to focus on achieving your vision for retirement, growth, security and ongoing legacy.

We do not receive commissions for buying or selling stocks or mutual funds.  Moreover, we do not receive any back-end or trail fees from mutual fund companies.  We do not charge on performance, or on types of securities or positions in your investment account.

We aim to keep our interest aligned with yours: as your account grows, so do we.


Individual and families have unique needs and goals, and our advice is based on your personal financial situation, goals and risk tolerance.

                                         Advisory Fee Schedule