Brian Parke
Brian Parke is a CFP-designated registered investment advisor at Connecticut Capital Management Group, LLC, based in Milford, CT, with 17 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 118 clients with $220M 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 | 1.20% |
| $1.0M - $5.0M | 0.95% |
| $5.0M - $25.0M | 0.70% |
| $25M+ | 0.45% |
In the event CCMG utilizes third party money managers for portfolio management services, there may be an additional 0.15% fee on all assets under third party management. Fees may be negotiable.
Fee Estimator
Location
2 Schooner Ln, Suite 1-12, Milford, CT, 06460
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
Brian is a licensed insurance agent. He also serves as a non-compensated board member for the Rape Crisis Center of Milford and the Devon Rotary Club of Connecticut, dedicating minimal time to each organization outside of trading hours.
Employment History
Current Registrations
Connecticut Capital Management Group, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Connecticut Capital Management Group L.L.C.
State Registrations2 states
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