Philip Nassau is a CFP-designated registered investment advisor at Nutmeg Capital Advisors, LLC, based in Hartford, CT, with 37 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 37 clients with $42M 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 $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Schedule represents Growth-Oriented Portfolios. Income-Oriented Portfolios are 1.0% on the first $1M, 0.75% on the next $9M, and 0.50% thereafter. Tax-Exempt Portfolios are 0.625% on the first $1M, 0.50% on the next $9M, and 0.0375% thereafter. Total annual fees will not exceed 2% of assets under management. Fees may be negotiated. First-year set-up fee of up to 1% applies.
Fee Estimator
Location
241 Main Street, Hartford, CT, 06106
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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 →Employment History
Current Registrations
Nutmeg Capital Advisors, LLC
Previous Registrations
S.T. Sadlak & CO., INC.
State Registrations2 states
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.
Exams
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