Pricing

At Charis Legacy Partners, we believe in absolute fee transparency and minimizing conflicts of interest in our compensation structure.

Thus, we are fee-only, so we don’t receive commissions of any kind, and we are very clear and straightforward about how we get paid: a flat annual planning fee of $3500 (paid in monthly installments) plus .7% of assets under management (the industry average is a little over 1% of assets under management).