Michael Grennan
Michael Grennan is a CFA-designated registered investment advisor at Charter Research & Investment Group INC, based in Southport, CT, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 155 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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% |
Client's fees are negotiable and under special circumstances other rates may be charged.
Fee Estimator
Location
2507 Post Road, Southport, CT, 06890
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Charter Research & Investment Group INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.