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actually protected?
Take the free Asset Protection Quiz and get a personalized structure recommendation instantly.
Take the Free Quiz →How it works
Your path to a complete investor blueprint
01
Take the free quiz
Get an instant structure recommendation based on your portfolio and goals.
02
Choose your path
Ready to go? Select a package. Not sure? Book a $35 Blueprint Evaluation first.
03
Intake + confirmation call
We review every detail with you before anything is filed. Mistakes get caught here.
04
Formation + delivery
Entities filed, documents organized, Blueprint Handbook prepared and delivered.
05
Ongoing stewardship
Vault access, renewal reminders, and your first year of maintenance are included.
Blueprint packages
Choose the structure that fits where you are — and where you’re going
Foundation
First LLC · New investors · Side business
$199$299
Beta Founder Price
- 1 LLC formation
- EIN coordination
- Operating Agreement
- Blueprint confirmation call
- Structure diagram
- Blueprint Handbook
- Secure vault setup
- 15-min post-filing call
- 1 year Stewardship included
Add more LLCs for $149 each
Most popular
Expansion
Holding co + 2 LLCs · Portfolio builders
$599$799
Beta Founder Price
- Holding company + 2 LLCs
- EIN coordination (all entities)
- Operating Agreement (all entities)
- Blueprint confirmation call
- Full structure diagram
- Blueprint Handbook
- Secure vault setup
- Annual compliance calendar
- 15-min post-filing call
- 1 year Stewardship included
Add more LLCs for $149 each
Legacy
Holding co + 4 LLCs · Established investors
$1,299$1,699
Beta Founder Price
- Holding company + 4 LLCs
- EIN coordination (all entities)
- Operating Agreement (all entities)
- Blueprint confirmation call
- Full structure diagram
- Blueprint Handbook
- Secure vault setup
- Annual compliance calendar
- 15-min post-filing call
- 1 year Stewardship included
Add more LLCs for $149 each
Realignment
Already have entities · Need clarity
$299$399
Beta Founder Price
- 60-min structure review call
- Existing entity inventory
- Ownership map + diagram
- Blueprint Handbook
- Vault setup + doc organization
- Annual compliance calendar
- Amendment filing if needed
- Growth roadmap
- 1 year Stewardship included
State filing fees quoted after review call
À la carte services
For clients who know exactly what they need
Quick Start LLC
Filing + EIN + Operating Agreement + vault
$199
Additional LLC
For existing Charter Keep clients
$149
Blueprint Update Session
30-min advisory call — partners, new properties, holding co
$149
Registered Agent Service
Annual registered agent representation per entity
$60
Expedited filing
Rush processing + applicable state fees
$25+
Not sure which package is right?
Book a Blueprint Evaluation — we’ll help you choose
$35
Regular $75
45-minute call with a Charter Keep advisor. Bring your questions, your current situation, and your goals. We’ll walk you through the right structure and can start your intake on the spot if you’re ready.
Applied in full toward any package purchased within 30 days.
Book a Blueprint Evaluation →Charter Keep Stewardship Plan
Your first year is included with every package. Renews annually.
$48 / year · or $5.99/month
- Secure document vault access
- Annual renewal reminders for every entity
- Compliance calendar — never miss a deadline
- Annual structure review
- Entity tracking across all states
- Priority access to your account manager
Founding clients lock in this rate forever, even as pricing increases.
Referral Program
Know a fellow investor? Get rewarded when they purchase. Email us your referral's name for credit: [email protected]
Client referrals
Foundation Blueprint purchased$50
Expansion Blueprint purchased$100
Legacy Blueprint purchased$150
CPAs, attorneys, agents & lenders — we offer a dedicated professional partner program with mutual referral relationships. Email us to learn more.
Why Charter Keep
How we compare
| What you get | DIY | LegalZoom | Attorney | Charter Keep |
|---|---|---|---|---|
| Personalized structure recommendation | ✗ | ✗ | ✓ | ✓ |
| Human review before any filing | ✗ | ✗ | ✓ | ✓ |
| Blueprint Handbook + structure diagram | ✗ | ✗ | ✗ | ✓ |
| Secure document vault | ✗ | ✗ | ✗ | ✓ |
| Ongoing renewals + compliance reminders | ✗ | ✗ | Limited | ✓ |
| Priced for growing real estate investors | ✓ | ✓ | ✗ | ✓ |
Charter Keep provides document preparation, filing coordination, and administrative organizational services only. Charter Keep does not provide legal, tax, or financial advice. All entity structures are prepared based on information provided by the client and may require review by a licensed attorney or CPA. State filing fees are separate from service fees and vary by state and entity type. Expedited processing is subject to state processing timelines.
Charter Keep
Real Estate Investor Structure Management
Payment confirmed
You're in — welcome to Charter Keep
Your payment was received successfully. Check your inbox — we'll send you everything you need within a few hours to get your Blueprint started.
What happens next
1
Check your email — You'll receive a confirmation with your intake form link. Please complete it before your call.
2
Schedule your Blueprint Confirmation Call — Once your intake form is submitted, book your call using the link in your email.
3
We file and deliver — After your call we get to work. Standard processing is 2–3 business days.
4
Access your vault — All completed documents are uploaded to your secure Charter Keep client portal.
Questions? Email us at [email protected]
Your score range8–13
You're in the perfect position to build it right — from the start.
Your results show you're early in your investing journey. That's actually the best time to get structured. Building on a solid foundation now means every property you add is protected from day one.
What your results tell us
You're operating without full entity protection
Most investors at your stage have properties in their personal name or a single LLC without proper separation. One lawsuit, one contractor dispute, or one tenant injury could reach your personal savings, home, and other assets.
You don't yet have separation between your assets
Asset separation is the single most important thing you can do right now. Keeping your investing activity in its own legal entity creates a wall between your real estate and your personal life.
You have time to do this right
Unlike investors who've already accumulated properties in the wrong structure, you can build correctly from the ground up. That's a significant advantage.
“
The best time to get structured is before you need it. The second best time is right now.”
Foundation Blueprint
Beta Founder Price
$299
Regular $399
Everything included
1 LLC formation — your investing entity, properly set up
EIN coordination — your business tax ID handled
Operating Agreement — legally documents how your LLC operates
Blueprint confirmation call — we review everything before filing
Structure diagram — a visual map of your entity
Blueprint Handbook — your complete reference guide
Secure document vault — all your docs organized and accessible
15-min post-filing call — we walk you through everything delivered
1 year Stewardship Plan included — renewals, reminders, compliance
Get Started with Foundation Blueprint →
State filing fees are separate and vary by state. Your Charter Keep fee is $299.
Not ready to commit yet? Book a free 45-minute Blueprint Evaluation call — we'll walk through your specific situation together.
Book a Blueprint Evaluation — $35 →