Charter Advisory Corporation

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Total assets under management

$333,085,121

Total clients

575

35% high-net worth

Total advisors

of 15 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$579,278

About

Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages roughly $333 million in client assets and offers both discretionary and non-discretionary portfolio management, as well as plan-level ERISA fiduciary services.

Charter combines fundamental and technical analysis with model- and manager-based solutions delivered through LPL-sponsored programs (including MAS, OMP, PWP, MWP and GWP) and conducts periodic reviews and rebalancing of client accounts. Financial planning, isolated transaction advice, and ongoing reviews are integrated into its management process, and the firm discloses its ERISA/IRC fiduciary responsibilities when advising retirement accounts.

The brochure highlights several atypical affiliations for a multi-team adviser: certain investment adviser representatives may be licensed as CPAs, provide pension-consulting services, and sell insurance, and the firm discloses referral and fee-sharing arrangements with third‑party advisers and LPL that can create additional compensation streams. It also notes the firm may recommend or assist with non-traditional partnership investments (such as venture capital or equipment leasing), underscoring a broader set of advisor roles and potential conflicts that clients should consider.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management

Fee options

Percentage

$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

Commissions

Associated persons may receive commissions for securities and insurance sales separately from advisory fees

Project-based

Financial planning hourly rates from $45 to $300; isolated transaction advice $125 to $300 per hour after minimum fee

Other

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

Main office location

Charter Advisory Corporation

250 E. 96 Th Street, Suite 200

Indianapolis IN 46240, United States

Number of offices

Most active in

Colorado · Florida · Indiana · Kentucky · Louisiana · Missouri · Nebraska · North Carolina · Ohio · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 317-844-7416

Advisors at this firm

Randall H

Series 66

Indianapolis, IN

Charter Advisory Corporation

Wealth management

Karen G

Series 63

Indianapolis, IN

Charter Advisory Corporation

Wealth management

Lowell D

Series 63

Slidell, LA

Charter Advisory Corporation

Wealth management

Kevin P

Series 63

Mariemont, OH

Charter Advisory Corporation

Wealth management

Thomas B

CFP®, Series 63

Greenfield, IN

Charter Advisory Corporation

Wealth management

Charles P

Series 63

Indianapolis, IN

Charter Advisory Corporation

Wealth management

David Y

Series 63

Indianapolis, IN

Charter Advisory Corporation

Wealth management

Julie T

Series 63

Indianapolis, IN

Charter Advisory Corporation

Wealth management

Sina N

Series 63, Series 65

Indianapolis, IN

Charter Advisory Corporation

Wealth management

Douglas S

Series 63, Series 65

Fishers, IN

Charter Advisory Corporation

Wealth management

Jesse S

Series 66

Indianapolis, IN

Charter Advisory Corporation

Wealth management

Michael K

Series 63

Indianapolis, IN

Charter Advisory Corporation

Wealth management

Michael M

CFP®, Series 63, Series 66

Indianapolis, IN

Charter Advisory Corporation

Wealth management

David D

Series 63

Cincinnati, OH

Charter Advisory Corporation

Wealth management

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