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Charter Advisory Corp.

Headquartered in INDIANAPOLIS, IN

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Firm Information

Charter Advisory Corp. is an investment advisor located in Indianapolis, Indiana. The firm has 14 licensed agents, 15 investment adviser representatives, and 15 registered representatives. They advise individuals, high net worth individuals, pension and profit sharing plans, corporations and other businesses, and charitable organizations. They manage approximately $319 million in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, selection of other advisors, and participates in a wrap fee program. Their website is HTTP://WWW.CHARTERADVISORY.COM.

Charter Advisory Corp.

250 E. 96TH STREET

INDIANAPOLIS, IN 46240

$319.22M

Assets Under Management

2

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (6)

CHARTER ADVISORY CORP. has a total of 6 branch locations across the country.
location

SLIDELL, LA

location

GREENFIELD, IN

location

INDIANAPOLIS, IN

location

LOVELAND, OH

location

FISHERS, IN

location

MARIEMONT, OH

Advisors at Charter Advisory Corp.

View All 13 Advisors
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Kevin Michael Powers

RA

MARIEMONT, OH

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Michael MacIus

CFP®, RA

INDIANAPOLIS, IN

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David Patrick Damaska

RA

LOVELAND, OH

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Sina Mary Nowak

RA

INDIANAPOLIS, IN

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Dennis Eugene Kenley

RA

INDIANAPOLIS, IN

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David George Yearwood

RA

INDIANAPOLIS, IN

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Unclaimed
Julie Ann Thompson

RA

INDIANAPOLIS, IN

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Unclaimed
Michael Joseph Kelley

CFP®, RA

INDIANAPOLIS, IN

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Disclosures

There are no public disclosures for Charter Advisory Corp..

Frequently Asked Questions (6)

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