Charter Research & Investment Group INC
Assets Under Management
$254.4M
Number of Clients
155
Number of Advisors
4
Avg. Portfolio per Client
$1.6M
Avg. Managed per Advisor
$63.6M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Charter Research & Investment Group manages investment portfolios and offers financial planning as part of its services. The firm tailors its advice to each client's individual needs, considering their financial goals, risk tolerance, and investment experience. Charter Research & Investment Group primarily works with high-net-worth individuals and families, coordinating with other professionals like attorneys and accountants.
Fee Structure
Minimum Investment:$750K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.5M | 1.00% |
| $3.5M - $7.0M | 0.75% |
| $7.0M - $10.5M | 0.55% |
| $10.5M+ | 0.25% |
Fees are negotiable and under special circumstances other rates may be charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Location
2507 Post Road, Southport, CT, 06890