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Randall Harrison

Advisor at Charter Advisory Corporation

Updated today

Location

Indianapolis, IN 46229

Credentials

Series 66

Industry experience

18 years

About

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.

Client services

Based on Charter Advisory Corporation

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Charter Advisory Corporation

Wealth management

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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

Location

12001 E. Washington St, Suite B

Indianapolis, IN 46229

Most active in

Indiana · Texas

Work history

Charter Advisory Corporation

2010 - Present (16 years)

LPL Financial, LLC

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Sam W

CFP®

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General retirement planning General tax planning Inherited wealth Gen X (Born 1965-1980)
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Indianapolis, IN

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Annuities Income planning Retirement income strategy Cash flow / budgeting
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