$195.6M Total AUM
$191.8M Disc. AUM
-- 3Y CAGR
4 Employees
108 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-22-2012
- Office Locations
- 3
Office Locations
8601 SIX Forks Road Suite 400 Raleigh NC
-- Daphne AL
-- Raleigh NC
About Charter Wealth Management
Charter Wealth Management is a Raleigh, NC-based, fee-only RIA serving clients nationwide. The firm builds comprehensive wealth plans for high-net-worth families and provides institutional consulting for endowments, foundations, and corporate retirement plans. Independent and research-driven, it custody-clears primarily through Charles Schwab.
Team overview
45 AVG AGE
$65.2M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
9.6 yrs AVG TENURE
4 Employees
3 Advisory Reps
4 RIA Reps
14yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BRENT ALLEN PLUNKETT
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5621748
- Ownership
- 50% but less than 75%
Available
Available
Available
JUSTIN MICHAEL TAYLOR
President
- CRD
- #4469795
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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S
SCOTT ALAN BACON
Investment Advisor Representative
- CRD
- #6041063
Available
Available
Available
CHERYL ANN SOVA
Advisor
- CRD
- #4042832
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $191,842,094 | $830,485 |
| Non-Discretionary | $3,770,856 | $3,770,856 |
| Total | $195,612,950 | $843,159 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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