Marjorie Cogguillo
Marjorie Cogguillo is a registered investment advisor at The Community Foundation for Greater New Haven, INC., based in New Haven, CT. Marjorie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management. Their firm serves 1 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.45% |
The Community Foundation may waive or reduce its management fee with respect to the account of any Client.
Fee Estimator
Location
70 Audubon Street, New Haven, CT, 06510
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Community Foundation for Greater New Haven, INC.
State Registrations1 state
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