Jill Lanese
Jill Lanese is a registered investment advisor at Connecticut Capital Management Group, LLC, based in Milford, CT, with 4 years of industry experience. Jill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 118 clients with $220M 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 | 1.20% |
| $1.0M - $5.0M | 0.95% |
| $5.0M - $25.0M | 0.70% |
| $25M+ | 0.45% |
In the event CCMG utilizes third party money managers for portfolio management services, there may be an additional 0.15% fee on all assets under third party management. Fees may be negotiable.
Fee Estimator
Location
2 Schooner Ln, Suite 1-12, Milford, CT, 06460
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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 →Other Business Activities
Jill works as a fitness instructor at the YMCA of Central Connecticut since 2019. She dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Connecticut Capital Management Group, LLC
State Registrations2 states
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.