MM
CFP
MM
CFP

Michael Macius

4 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
732 clients
Average Client Portfolio
$500K average
Assets Under Management
$366.3M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

250 E. 96th Street, Suite 200, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael is doing business as Charter Advisory Corp, which is also his LPL business. He also provides administrative support to Charter Advisory Corp, an independent investment advisor firm, dedicating full-time hours to this activity.

Employment History
Current Registrations
Charter Advisory Corporation
December 2024 - Present · 1 yr 2 mos
LPL Financial LLCBroker
February 2021 - Present · 5 yrs
State Registrations3 states
INMDTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.