About
Ted and his partners founded FCS Private Wealth Management, a 17-person team managing approximately $1.8 billion in assets (as of 3/2022). He focuses on providing best-in-class wealth management services to high net worth individuals and families. Ted was named a Forbes Best-in-State Wealth Advisors in 2019 and 2020*.
*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
* The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Private Wealth designates advisors whose account sizes are typically $10mm and above, though may have accounts with lower amounts.
Experience
FCS Private Wealth Management: Partner — 2020 - Present
UBS Financial Services: Senior VP-Wealth Management — 2002-2020
Merrill Lynch: Financial Advisor — 2002
Merrill Lynch: Internship — 1997-2001
Education
Bachelors in Business Administration, Friends University, 2001
Associates in Computer Science, Friends University, 2001
Licenses & Certifications
Financial Planning Certificate Program, University of Missouri-Kansas City, 2004
CERTIFIED FINANCIAL PLANNER™, Certified Financial Planner Board of Standards, 2013
EDHEC Risk Institute - Equity Investment program participant, Yale School of Management, 2014
Accomplishments
2023 - Best-In-State Wealth Advisor, FORBES Magazine
2023 - Team Member, Top Wealth Management Teams Private Wealth, FORBES Magazine*
2020 - Best-In-State Kansas Advisors, FORBES Magazine
2019 - Best-In-State Wealth Advisors, FORBES Magazine*
2016 – KMBZ Moneyline Commentator
2014 – Graduated from the FBI Citizen’s Academy
2012 – Recognized in FORBES Magazine
2000 – NAIA Football All-America Scholar-Athlete
1999 – NAIA Football All-America Scholar-Athlete
Registration
Ted L. Chartier California license 0L60339
