Joseph Connolly is a registered investment advisor at Abbington Investment Group, LLC, based in Westport, CT, with 6 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 44 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Abbington Investment Group manages investments for a fee based on the value of your portfolio. The annual fee ranges from 0.60% to 1.50% of the portfolio's market value. The specific fee is negotiable and depends on factors like the size of the account and the complexity of the assets. Fees are paid monthly, based on the portfolio value at the end of the previous month. Abbington requires each client to place at least $3,000,000 with the firm, but this minimum may be waived.
Location
257 Riverside Avenue, Westport, CT, 06880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a partner at Claddagh Financial Services LLC, a firm involved in foreign exchange advisory and commercial real estate since 2018. This activity is not investment-related.
Employment History
Current Registrations
Abbington Investment Group, LLC
State Registrations1 state
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