Eddy Agyeman
Eddy Agyeman is a CFP-designated registered investment advisor at Connecticut Capital Management Group, LLC, based in Milford, CT, with 3 years of industry experience. Eddy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 115 clients with $250M 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% |
An additional 0.15% fee applies to assets managed by third-party money managers. Fees may be negotiable. Clients with less than $1,000,000 may opt for a fixed fee of $3,000 per quarter instead of a percentage of assets.
Fee Estimator
Location
2 Schooner Ln, Suite 1-12, Milford, CT, 06460
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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 →Employment History
Current Registrations
Connecticut Capital Management Group, LLC
Previous Registrations
Foundations Investment Advisors LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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