Pasquale Sacchetta
Pasquale Sacchetta is a CFP-designated registered investment advisor at Cfig Investment Advisory Services, LLC, based in Westport, CT, with 28 years of industry experience. Pasquale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 18 clients with $28M 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 $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.88% |
| $10M+ | 0.75% |
Fees may be negotiable. Accounts under $100,000 will be charged a Management Fee of 1.25%.
Fee Estimator
Location
1555 Post Road East, Suite 206, Westport, CT, 06880
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Pasquale is the president of Continental Five Insurance Group, Inc. since 1991, dedicating full-time hours to the role and selling insurance products.
Employment History
Current Registrations
Cfig Investment Advisory Services, LLC
Previous Registrations
Tuttle Wealth Management, LLC
Cambridge-Newport Company, INC.Broker
First Investors CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.