Firm
Charter Research & Investment Group
Southport, Connecticut
Fee-only
Charter Research & Investment Group at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFA.
- Its Form ADV reports 3 employees and 158 individual clients, 75 of them high net worth.
- Its average account is about $775,000 (assets it manages divided by its 355 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Southport, Connecticut |
|---|---|
| Website | charterinvestmentgroup.com |
| [email protected] | |
| Phone | (203) 259-4004 |
Charter Research & Investment Group fees
Charter Research & Investment Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $275 million |
| Individual clients | 83 |
| High-net-worth clients | 75 |
| Accounts managed | 355 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-37458) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 106452 |