How Do the Top Connecticut Wealth Managers Compare on Fees?
The wealth management firms headquartered in Connecticut that publish their advisory fees are a mix of long-established Greenwich and Hartford firms and independent practices across the Constitution State, all serving high-net-worth families. The list below ranks every Connecticut-based firm meeting our quality bar — at least 50 high-net-worth clients, $500 million or more in high-net-worth assets, and a transparent fee schedule.
Fees come directly from each firm's most recent SEC Form ADV Part 2A regulatory filing. For each firm we apply their published tier schedule to a $10 million portfolio and compute both the annual dollar fee and the blended rate. Firms whose disclosed minimum account size exceeds $10 million, and ultra-high-net-worth shops whose average client AUM is above $75 million (and so are unlikely to accept a $10M account), are excluded.
Methodology
- Universe: RIAs headquartered in Connecticut
- Portfolio size: $10 million
- Fee calculation: Blended rate across all disclosed fee tiers, applied to a $10 million portfolio
- Minimum clients: 50+ high-net-worth clients
- Avg client portfolio: $3 million to $75 million (ultra-high-net-worth shops excluded — unlikely to accept a $10M account)
- Minimum high-net-worth assets: $500 million across all high-net-worth clients
- High-net-worth focus: High-net-worth assets at least 30% of total firm assets
- Exclusions: Firms with negotiable-only fee rates, and firms with a disclosed minimum account size above $10 million
- Source: SEC Form ADV Part 2A regulatory filings, filed within the last 18 months. If a firm only discloses they charge clients a fee of 2.50% or they charge clients between 1.00% and 2.50%, then we state the fee on all clients as 2.50%
HTG Investment Advisors Inc.
Founded in 1993, HTG Investment Advisors is an independent, fee-only firm providing financial planning and discretionary investment management to individuals, families, and trusts. HTG constructs portfolios from screened mutual funds and ETFs rather than directly picking individual securities. In addition to the asset-based fee schedule, HTG charges a fixed annual fee of ,000.
YHB Investment Advisors, Inc.
Bradley Foster & Sargent Inc.
Founded in 1994, Bradley, Foster & Sargent provides investment management to individuals, families, nonprofits, and institutions, and also advises a mutual fund and a private investment fund. The firm directly selects securities, primarily large-cap U.S. equities and bonds, drawing from an internal "Guidance List" approved by its investment committee. It manages the BFS Equity Fund (0.75% management fee) and serves as general partner of the Crystal Partners Fund (1.00% management fee); client assets invested in either fund are not charged a separate management fee by Bradley, Foster & Sargent.
Bourgeon Capital Management LLC
Founded in 1999 by John A. Zaro III, Bourgeon Capital Management offers investment management and financial planning to individuals, trusts, estates, and charitable organizations. Bourgeon directly selects securities for client portfolios, primarily through fundamental analysis, and may also suggest private real estate, private equity, or private credit investments. Non-discretionary accounts are charged 0.3% annually. Initial financial plans are ,000, with that fee credited against future investment management fees if the client opens a managed account.
Avity Investment Management Inc.
Jackson, Grant Investment Advisers, Inc.
Compass Wealth Management LLC
Compass Wealth Management was formed in 1997 and is currently owned by Jason Bear. The firm directly selects securities for client portfolios, including listed equities, corporate and municipal bonds, government and agency debt, and ETFs. The advisory fee operates as a wrap fee, with transaction costs absorbed by Compass. Standalone financial planning is also available for fees ranging from riaquotes10_2026.05.30.0207AM.txt to 0,000.