Colchester Investment Counsel

Colchester Investment Counsel at a glance

• One of 144 fee-only firms based in Connecticut in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 3 employees and 58 individual clients, 38 of them high net worth.
• Its average account is about $853,000 (assets it manages divided by its 151 accounts).

Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut

Facts

Colchester Investment Counsel fees

Colchester Investment Counsel 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

Advisors at this firm (2)

• Evan Kenagy

  CFP

• Neil Kenagy

  CFA