Charles T. Schell

Chairman at Advocacy Wealth Management LLC

Charles T. Schell

Charles T. Schell

Chairman at Advocacy Wealth Management LLC

Biography

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.

Overview
Career Highlights

Advocacy Wealth Management LLC

RelSci Relationships

15

Relationships
RelSci Relationships are individuals Charles T. Schell likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Executive Officer, Chief Compliance Officer at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Director of Trust Implementation, Advocacy Trust Solutions at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Chief Investment Officer at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Founding Partner at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Founding Partner at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Director of Client Planning at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Chief Operating Officer at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Director of Tax & Retirement Planning at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Investment Advisor Representative at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Regional Director of Client Services at Advocacy Wealth Management LLC

Relationship likelihood: Average

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Charles T. Schell
Chairman at Advocacy Wealth Management LLC
Education
BS in Psychology
Class of 1992

the sixth largest public university in the state of Georgia

Career History
Chairman
2007 - Current

Advocacy Wealth Management (AWM) primarily manages assets for clients seeking requiring a relatively predictable stream of income on which they depend for their well-being. Many of their clients purchase portfolios the firm has created which are bond ladders, composed of individual securities, either corporate or municipal or both, withstated maturity dates. Maturities and coupon payments are staggered to give the client regularity of income and a reasonable assurance that principal will be returned at maturity since the direct securities are all investment grade. Accordingly, AWM focuses on managingdefault risk and reinvesting unused income and return of principal. They may add other income, equity or alternative investments to enhance or diversify return. For clients with limited investment capital, the firm offers alternative portfolios that emulate the bond ladders to the degree possible while attempting appropriate diversification. AWM's investment strategies generally include long- and short-term trading of stock portfolios, mutual funds and fixed-income securities. Margin trading and option trading may be used, when appropriate.

Other Affiliations

Charles T. Schell is affiliated with Advocacy Wealth Management LLC

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