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
Charter Advisory Corporation offers investment advisory services to individuals, pension plans, trusts, estates, charitable organizations, corporations, and other business entities. Services include asset allocation and investment selection, tailored to client objectives and risk profiles. Fees are negotiable and paid quarterly in advance.
250 E. 96th Street, Suite 200, Indianapolis, IN, 46240