Our Services

We provide investment advisory services to clients as well as counseling services on matters which may not involve securities or investments such as "Transition Planning" for businesses and "Estate Planning" for individuals. These advisory and counseling services are usually provided on a fee basis from fee based brokerage accounts or from commissions from products which the client may elect to purchase.  Please be aware that a consultant with Charest Company, LLP, may make a commission on whatever product is purchased, however, our practice is to offset any hourly or management fees by the net commission received. The specific cost of services are outlined and agreed upon by each client prior to engagement. 

Please review the Qualifications section of this website.

 The services provided through Charest Company, LLP, are solely the responsibility of Charest Company, LLP. Securities products are offered through Princor Financial Services, 711 High Street DesMoines, Iowa 50392 888-PRINCOR. Charest Company, LLP. is not an affiliate or subsidiary of PRINCOR which is a member FINRA, SIPC.