Philip Nassau is a CFP-designated registered investment advisor at Nutmeg Capital Advisors, LLC, based in Hartford, CT, with 36 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 42 clients with $40M 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 $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
These rates are for growth-oriented portfolios. Income-oriented portfolios have lower rates: 1.0% on the first $1,000,000, 0.75% on the next $9,000,000, and 0.50% on the remaining balance. Tax-exempt portfolios have even lower rates: 0.625% on the first $1,000,000, 0.50% on the next $9,000,000, and 0.0375% on the remaining balance. There is also a first year set-up fee of up to 1% of assets. Total annual fees will not exceed 2% of assets under management. Fees may be negotiated.
Fee Estimator
Location
241 Main Street, Hartford, CT, 06106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Nutmeg Capital Advisors, LLC
Previous Registrations
S.T. Sadlak & CO., INC.
State Registrations2 states
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