Jordan Marino
Jordan Marino is a CFA-designated registered investment advisor at Connecticut Capital Management Group, LLC, based in Milford, CT, with 9 years of industry experience. Jordan 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
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 →Other Business ActivitiesSells Insurance
Jordan is a licensed insurance agent and may offer clients advice or products related to this activity, which presents a potential conflict of interest. Jordan is also a board member at CFA Society Hartford Board Member, dedicating a few hours per week.
Employment History
Current Registrations
Connecticut Capital Management Group, LLC
Previous Registrations
Prudential Annuities Distributors, INCBroker
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.