Sina Mary Nowak

Charter Advisory Corporation

26 Years of Experience

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Firm Information

Charter Advisory Corporation

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

16 advisors

Number of Clients

732 clients

Average Client Portfolio

$500K average

Assets Under Management

$366.3M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Charter's fees are negotiable and paid quarterly in advance, based on the account's asset value. The account custodian may charge additional fees. Clients may rescind the agreement within five business days for a full refund. Either party may terminate the agreement with 30 days written notice. There is no minimum account size.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net WorthRetirees

Advisor Information

Office location

250 East 96th Street, Suite 200, Indianapolis, IN, 46240

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Regulatory History (1)

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Financial

June 2018

Final

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Other Business Activities

Sina is involved in several business activities, including Nowak Financial Services LLC, real estate services as a licensed sales associate, and Dependable Lawn Service, Inc. Sina also works as compliance staff and a licensed IAR for Charter Advisory Corporation and as a contract employee for OSJ Alliance, LLC, dedicating full-time hours to the latter.