Eddy Agyeman
Eddy Agyeman is a CFP-designated registered investment advisor at Connecticut Capital Management Group, LLC, based in Milford, CT, with 3 years of industry experience. Eddy 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 →Employment History
Current Registrations
Connecticut Capital Management Group, LLC
Previous Registrations
Foundations Investment Advisors LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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