Profil
Mr. Charles T.
Schell is a Chairman at Advocacy Wealth Management LLC.
He is also a founding partner of Forge Consulting LLC.
Most recently, Mr. Schell managed the development of Advocacy Trust Solutions, the division of AWM responsible for trust planning/design and administering trust solutions.
ATS's directed trustee approach is based on the premise that two fiduciaries are better than one.
Whether dealing with individuals or corporations as trustees, this philosophy increases regulatory and fiduciary oversight, increases services and benefits, and reduces overall cost.
Mr. Schell received his undergraduate degree from The University of North Georgia.
Anciens postes connus de Charly Schell
| Sociétés | Poste | Fin |
|---|---|---|
Advocacy Wealth Management LLC
 Advocacy Wealth Management LLC Investment ManagersFinance Founded in 2007, Advocacy Wealth Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Forge Consulting LLC. They provide portfolio management services to individuals, corporations and business entities, estates and trusts, other investment advisors, charitable organizations and pension & profit sharing plans. The majority of Advocacy Wealth Management's clients are recipients of a personal injury, wrongful death, or workers compensation settlement and their plaintiff attorneys. | Founder | - |
Formation de Charly Schell
| The University of North Georgia | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Advocacy Wealth Management LLC
Advocacy Wealth Management LLC Investment ManagersFinance Founded in 2007, Advocacy Wealth Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Forge Consulting LLC. They provide portfolio management services to individuals, corporations and business entities, estates and trusts, other investment advisors, charitable organizations and pension & profit sharing plans. The majority of Advocacy Wealth Management's clients are recipients of a personal injury, wrongful death, or workers compensation settlement and their plaintiff attorneys. | Finance |
