Mario Ciampi is a CFP-designated registered investment advisor at Cm Financial Advisors, LLC, based in Rocky Hill, CT, with 26 years of industry experience. Mario operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 107 clients with $44M 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees negotiable for accounts over $2 million.
Fee Estimator
Location
35 Cold Spring Rd, Suite 225, Rocky Hill, CT, 06067
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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 →Other Business Activities
Mario is a CPA and member of Ciampi Mandile & Company LLC, a certified public accounting firm. He is also a member of Premier Mortgage Group, LLC, a mortgage brokerage firm.
Employment History
Current Registrations
Cm Financial Advisors, LLC
State Registrations1 state
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