Connecticut Wealth Management (CTWM) provides financial planning and investment advice to individuals, families, businesses, and non-profit organizations. Financial planning covers areas like retirement, taxes, and estate planning. Investment management involves creating a portfolio of mutual funds, exchange-traded funds, stocks, and bonds based on your goals and risk tolerance. CTWM may recommend independent managers for a portion of your portfolio.
Assets Under Management$3.7B
Clients1,391
Advisors49
Avg. per Client$2.7M
Avg. per Advisor$76M
Fee Structure
Minimum Investment:$2.5M
CTWM manages investments for a fee based on the value of your account. The maximum fee is 1.35% per year. This fee is paid quarterly, in advance. The fee may be negotiable.
Loading...
Location
49 Advisors at this firm
Page 1 of 3