CHARTER ADVISORY CORPORATION

250 E. 96th Street
Suite 200
Indianapolis, Indiana 46240
Tel: 317-844-7416

About CHARTER ADVISORY CORPORATION

CHARTER ADVISORY CORPORATION, formally registered with the SEC as CHARTER ADVISORY CORPORATION. The firm was established in 01/12/2021. They have over 10 offices throughout the country.

CHARTER ADVISORY CORPORATION is a Indianapolis, Indiana based Financial Planning firm with nearly $319,216,086 assets under management, offering retirement planning & investment advisory services to 954 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113390
SEC#	801-119736
Assets Managed by Firm	$319,216,086
No. of Clients	954
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	954	$319,216,086
Individuals (other than high net worth individuals)	451	$79,695,708
High net worth individuals	222	$177,245,358
Pension and profit sharing plans	30	$59,079,257
Charitable organizations	Fewer than 5 clients	$1,168,563
Corporations or other businesses	7	$2,027,200

More Retirement Planning firms in Indianapolis, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

Explore More Retirement Advisors in Indianapolis, Indiana

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.