Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
250 E. 96th Street, Suite 200, Indianapolis, IN, 46240
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jesse operates his LPL business through Midwest Financial Group, Inc. and Midwest Financial Advisors, Inc., dedicating full-time hours to these activities. He also provides investment advisory services through Charter Advisory Corporation, spending a few hours per week on this activity.