Sign up for our Free Educational Video Series

Click here to preview a short animated video illustrating some important facts about stock market history that you should know. By understanding how certain patterns tend to repeat themselves, you’ll be better prepared to sort through the Wall Street hype and focus on strategies that can help you avoid damaging losses to your retirement savings.

If you like what you see, you’ll be able to sign up to watch the entire video, plus other helpful videos, in our animated series.

Understanding the Fiduciary Difference

Charter Advisory Services, LLC is a private wealth management firm based in Naples, Florida. As a Registered Investment Advisory firm we work with both individual and institutional investors. Our asset management style focuses on educating our clients on common misconceptions in key areas of investing: true asset class diversification, benchmark correlation, standard deviation and how important risk-adjusted returns are in today’s market environment. As a fee-based assets management firm, educating our clients invokes commitment on their part and accountability on behalf of our Advisors and the firm as a whole. Our client services extend beyond asset management to provide strategic tax planning and wealth transfer strategies for both retirees and persons preparing for retirement. With our family lineage extending beyond forty years serving clients, Charter Advisory Services, LLC is the culmination of our experience and passion. Our mission is to seek, introduce and deliver the most refined and forward thinking financial strategies and management techniques to our clients. Our foundation of ethics and performance standards are driven by one thing: Stewardship. Have you ever been “sold” an investment? A Mutual Fund or Annuity perhaps? The financial services industry has become largely comprised of selling agents who have encouraged people to simply “buy and hold.”. Many investors have been frustrated by dismal performance and confused by the lack of proactive solutions. The commission bias and perpetuated dogmas of the Wall Street culture have overshadowed the time tested formulas for success still used by the world’s most affluent investors and multi-billion dollar endowments:
  • Always follow a formula, never rely on human emotion or intuitions
  • Never be afraid to step aside and wait for the right opportunity
  • Quantify successes and failures frequently, creating accountability
These are the same processes used by Charter Advisory Services, LLC to deliver the results and accountability you deserve. Perhaps it’s time for a new approach.

Meet Mark Nichols

RICP, Registered Investment Advisor, (RIA)

When you have been in the business of helping people with retirement income strategies since 1987, one thing is for certain: it becomes a science. Mark Nichols’ use of LEAP, Lifetime Economic Acceleration Process, assists his clients in making sound financial decisions using scientifically quantifiable processes. “There’s no room for opinion in income strategies,” says Mark, “or in tax strategies either. People need structure and verifiable models to feel confident in their retirement planning decisions.” Mark says his process involves more client education than what many people are used to, but the payoff is worth it. “The false sense of security that the brokerage industry has given to many people,” he explains, “is a real problem these days. I spend extra time communicating why my process is different.” […]

If you knew you had guaranteed income for life as part of your overall retirement plan What would you do?

What Clients Are Saying

“The man is amazing! He provides business planning and mentoring.” Read More >>

Educational Workshops

Gain Financial Intelligence. Attend an educational workshop.

Services Offered

Charter Financial Group specializes in these Financial & Insurance products. Read More >>

We’d love to hear from you!

Please give us your contact information and we’ll be happy to reach out to you. Ask us any questions you may have, and we’ll be sure to help answer them.