Michael Macius
Advisor at Charter Advisory Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Charter Advisory Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Charter Advisory Corporation
Location
Indianapolis, IN 46240
Credentials
CFP®, Series 63, Series 66
Industry experience
5 years
Michael Macius is a CFP® professional with five years of industry experience, currently serving as an advisor at Charter Advisory Corporation in Indianapolis, IN. He has been with Charter Advisory Corporation and LPL Financial, LLC since 2020. Macius also provides administrative support to Charter Advisory Corp as part of his business activities. Charter Advisory Corporation offers personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team structure.
Based on Charter Advisory Corporation
$0+: MAS: up to 2.95% (2.35% advisory + 0.60% manager fee) $0+: OMP: up to 2.5% $0+: PWP: up to 2.95% (2.35% advisory + 0.60% manager fee) $0+: MWP: up to 2.95% (2.35% advisory + 0.60% manager fee) $0+: GWP: up to 1.35% (0.35% LPL program fee + up to 1.00% advisor fee) $0+: Solicitation/referral services to third party investment advisers: generally 0.75% to 3.0%, negotiable
Associated persons may receive commissions for securities and insurance sales separately from advisory fees
Financial planning hourly rates from $45 to $300; isolated transaction advice $125 to $300 per hour after minimum fee
Minimum fee: Financial planning fees require a deposit up to $1,200; investment advice on isolated transactions has a minimum fee of $325 Fee-only: Financial planning fees based on complexity and hourly rates ranging from $45 to $300; isolated transaction advice hourly fees $125-$300 after minimum $325 fee
250 E. 96 Th Street, Suite 200
Indianapolis, IN 46240
Indiana · Texas
Charter Advisory Corp
2020 - Present (6 years)
LPL Financial, LLC
2020 - Present (6 years)
None
2020 - 2020 (1 year)
Michigan State University
2019 - 2020 (1 year)
High School & College
2009 - 2019 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
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