Advisor at Charter Advisory Corporation
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Firm
Charter Advisory Corporation
Location
Indianapolis, IN 46229
Credentials
Series 66
Industry experience
18 years
Randall Harrison is a financial advisor with Charter Advisory Corporation in Indianapolis, IN. He holds a Series 66 designation and has 18 years of industry experience. He has been with Charter Advisory Corporation since 2010 and also maintains an affiliation with LPL Financial, LLC since 2009. Charter Advisory Corporation provides 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
12001 E. Washington St, Suite B
Indianapolis, IN 46229
Indiana · Texas
Charter Advisory Corporation
2010 - Present (16 years)
LPL Financial, LLC
2009 - Present (17 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.
CFP®
Indianapolis, IN
WealthGuides LLC
I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.
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