Advisor at Nutmeg Capital Advisors, 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
Nutmeg Capital Advisors, LLC
Location
Hartford, CT 06106
Credentials
CFP®, Series 63
Industry experience
36 years
Philip Nassau is a CFP® professional with 36 years of experience in the financial industry. He has been the sole advisor at Nutmeg Capital Advisors, LLC since 2005. Nutmeg Capital Advisors provides discretionary portfolio management and comprehensive financial planning to individual investors, trusts, and estates. The firm employs a combination of fundamental and technical analysis along with both buy-and-hold and short-term trading strategies, including the use of margin and covered-call option writing.
Based on Nutmeg Capital Advisors, LLC
$0 - $1,000,000: 2.0% (Growth-Oriented Portfolios) $1,000,001 - $10,000,000: 1.5% (Growth-Oriented Portfolios) $10,000,001+: 1.0% (Growth-Oriented Portfolios) $0 - $1,000,000: 1.0% (Income-Oriented Portfolios) $1,000,001 - $10,000,000: 0.75% (Income-Oriented Portfolios) $10,000,001+: 0.50% (Income-Oriented Portfolios) $0 - $1,000,000: 0.625% (Tax-Exempt Portfolios) $1,000,001 - $10,000,000: 0.50% (Tax-Exempt Portfolios) $10,000,001+: 0.0375% (Tax-Exempt Portfolios)
$250 per hour or other negotiated rate for Financial Planning services
Account minimum: $250,000 Fee-only: $250 per hour or other negotiated rate for Financial Planning services
241 Main Street
Hartford, CT 06106
Connecticut · Vermont
Nutmeg Capital Advisors, LLC
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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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