Top financial advisors in Milford, CT
We’ve curated a list of the best financial advisors in Milford, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$11,077,564
Number of advisors
5 advisors
| $11,077,564 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Milford, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Milford. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
$11,077,564 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Milford, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Milford. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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