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: our clients pay a tiered fee that averages out to .85% of assets under management (the industry average is a little over 1% of assets under management).

More detail can be found in our fee schedule.