Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Southport is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Southport & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Southport, Connecticut, FinancialAdvisor.net is a useful resource. We've compiled a list of the 10 vetted financial advisors and non-vetted financial advisors in Southport, Connecticut, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Southport, Connecticut have an average of 16 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
STORMFIELD CAPITAL, LLC 200 Pequot Avenue, Southport, CT, 6890 | 285486 | $408,812,595 | 5 | A Percentage of AUM, Performance Based |
5TH STREET ADVISORS, LLC 107 John Street, Southport, CT, 6890 | 140165 | $345,837,027 | 638 | A Percentage of AUM, Hourly charges, Fixed Fees |
CHARTER RESEARCH & INVESTMENT GROUP INC 2507 Post Road, Southport, CT, 6890 | 106452 | $215,803,256 | 368 | A Percentage of AUM, Fixed Fees |
WESTPORT ASSET MANAGEMENT INC 732 Kings Highway West, Southport, CT, 6890 | 105795 | $211,300,000 | 5 | A Percentage of AUM |
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC 368 Center Street, Southport, CT, 6890 | 146270 | $157,614,374 | 308 | A Percentage of AUM, Hourly charges, Fixed Fees |
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