Charter Advisory Corporation
Assets Under Management
$366.3M
Number of Clients
732
Number of Advisors
16
Average Client AUM
$500K
AUM per Advisor
$22.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Charter Advisory Corporation provides investment advisory services on a discretionary and non-discretionary basis, including advice on asset allocation and investment selection. They consider client objectives, risk profile, and financial status. Fees are negotiable and paid quarterly in advance.
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
Location
250 E. 96th Street, Suite 200, Indianapolis, IN, 46240