Connecticut Capital Management Group (CCMG) provides portfolio management based on individual client goals, financial planning, and pension consulting services. CCMG creates financial plans and investment policy statements to match clients' specific situations. CCMG may use third-party managers for portfolio management services, conducting due diligence and monitoring their performance. CCMG does not participate in wrap fee programs.
Assets Under Management$220M
Clients118
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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