Advisor at CFIG Investment Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CFIG Investment Advisory Services, LLC
Location
Westport, CT 06880
Credentials
CFP®, Series 63
Industry experience
28 years
Pasquale Sacchetta is a CFP® with 28 years of industry experience, currently serving as the sole advisor at CFIG Investment Advisory Services, LLC. He has been affiliated with Continental Five Investment Group, LLC and CFIG Wealth Management, LLC since 2008 and has served as president of Continental Five Insurance Group, Inc. since 1991. His outside activities include leading an insurance firm that offers life insurance, annuities, disability, and health insurance products. CFIG Investment Advisory Services provides fee-based investment advisory, financial planning, and pension consulting for a range of clients including individuals, businesses, and charitable organizations. The firm uses a tactical allocation approach with various analytical methods to manage diversified portfolios and is notable for its integration with an affiliated insurance agency and its pension consulting services.
Based on CFIG Investment Advisory Services, LLC
Based on CFIG Investment Advisory Services, LLC
Fixed fees for comprehensive financial planning services generally $5,000 to $25,000 per plan; fixed fees may be negotiated; CFO services may have predetermined fixed fee schedules for longer terms
$0 - $499,999: 1.25% $500,000 - $4,999,999: 1.00% $5,000,000 - $9,999,999: 0.875% $10,000,000+: 0.75%
Hourly fees for advisory and financial planning services generally $400 per hour, negotiable
Account minimum: $250,000 per account registration, subject to a minimum annual fee of $3,125; smaller accounts may be accepted at advisor's discretion; no minimum for financial planning services Minimum fee: Minimum annual fee of $3,125 for accounts with minimum size of $250,000 Fee-only: Financial planning fixed fees ranging from $5,000 to $25,000 per plan; hourly advisory fees at $400/hour (negotiable)
1555 Post Road East, Suite 206
Westport, CT 06880
Connecticut
Continental Five Investment Group, LLC
2008 - Present (18 years)
CFIG Wealth Management, LLC
2008 - Present (18 years)
Continental Five Insurance Group, Inc.
1991 - Present (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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