Connecticut Capital Management Group, LLC

Connecticut Capital Management Group, LLC is a financial advisor firm established in May 1998, based in Milford, Connecticut. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizon. They offer services such as investment strategy, asset allocation, and regular portfolio monitoring. The firm acts as a fiduciary, making investment decisions in the best interest of clients and avoiding practices that disadvantage any client. Clients can invest in various securities including mutual funds, fixed income securities, real estate funds, equities, and more. The firm charges asset-based management fees ranging from 0.50% to 1.50%, depending on the total assets under management. Additionally, clients may receive financial planning services at a negotiated fixed rate between $1,000 and $20,000. Connecticut Capital Management Group, LLC does not participate in performance-based fees, and clients have the option to direct brokerage. The firm does not accept compensation for the sale of investment products and provides periodic account reviews and reports to clients. They do not have any disciplinary actions, bankruptcy petitions, or financial conditions that would impair their ability to meet client commitments. Clients are responsible for third-party fees, and the firm does not accept voting authority for client securities.