CHARTER RESEARCH & INVESTMENT GROUP INC

RIASEC RegisteredEst. 1990

Total AUM

$275M

Discretionary

$275M

100% of AUM

Avg account

$775K

Accounts

355

Employees

Advisory reps

Firm details

Headquarters: SOUTHPORT, Connecticut
CRD number: 106452
Registered since: September 28, 1990
Website: www.charterinvestmentgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI83.7%
Individuals14.05%
Charitable Organizations1.68%
Pension & Profit Sharing Plans0.45%
Corporations / Businesses0.12%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Charter Research & Investment Group Inc is an independent registered investment adviser that has been SEC-registered since 1990 and is owned by an individual. The firm serves primarily individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee models include both a percentage of assets under management and fixed-fee arrangements. Charter does not position itself as an ESG-focused allocator, and it is not registered as a multi-state or pension consultant adviser. Charter appears to operate as a hands-on wealth manager rather than a capital allocator or multi-adviser platform. The firm’s business activities emphasize bespoke planning and discretionary portfolio oversight for private clients rather than institutional consulting or wholesale manager-of-managers services.