Megan Trask is a CFP-designated registered investment advisor at Connecticut Wealth Management, LLC, based in Farmington, CT, with 10 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,391 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CTWM manages investments for a fee based on the value of your account. The maximum fee is 1.35% per year. This fee is paid quarterly, in advance. The fee may be negotiable.
Location
281 Farmington Avenue, Farmington, CT, 06032-1911
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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.
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Megan serves on the Investment Committee for Village for Families and Children, dedicating minimal time outside of trading hours. This activity is not investment-related.
Employment History
Current Registrations
Connecticut Wealth Management, LLC
Previous Registrations
Reynders, Mcveigh Capital Management, LLC
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.