Investmark Advisory Group

Wealth Management Firm in Shelton, CT

Firm Info
Address: 3 Enterprise Dr #401, Shelton, CT 06484, USA
Phone: (203) 953-3777

Firm Size
Assets Under Management: $653.5 million
# of Advisors: 10
# of Clients: 1,667
Client to Advisor Ratio: 167:1
Average Account Size: $392,012
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Investmark Advisory Group LLC Overview

Investmark Advisory Group LLC is a registered investment advisory firm that has been in operation since 2012. The firm provides investment advice exclusively and is headquartered in Shelton, CT. They have adopted a fee-only arrangement in their fee structure, which means that their compensation is based on the advice that they provide, and not on commissions from the sale of financial products. Investmark Advisory Group LLC offers a range of services to their clients. Their financial planning services can help individuals and small businesses to set and achieve their financial goals. They also offer portfolio management services for individuals, small businesses, and institutional clients. In addition, the firm is equipped to assist clients in the selection of other advisors as well. Investmark Advisory Group LLC provides comprehensive financial services to help their clients achieve their financial objectives. Their team of advisors provides expert advice on a range of matters, including investment strategies and financial planning. Their fee-only compensation structure ensures that the advice they provide is unbiased and in the best interest of their clients, making them a trusted partner for individuals and businesses looking to navigate the complex world of finance.

INVESTMARK ADVISORY GROUP LLC is a comprehensive financial advisory firm that caters to a wide range of clients, from individuals to high net worth individuals. Each client has unique financial objectives and INVESTMARK ADVISORY GROUP LLC is committed to developing personalized, tailored solutions to meet those specific needs. Whether it's managing investments, creating retirement plans, or providing tax-efficient strategies, INVESTMARK ADVISORY GROUP LLC prides itself on delivering holistic guidance to help clients achieve their financial goals. INVESTMARK ADVISORY GROUP LLC offers a variety of fee structures depending on the service provided. For investment management services, the firm charges a percentage of assets under management (AUM), which ensures that their interests are aligned with their clients'. This fee structure provides an added incentive for INVESTMARK ADVISORY GROUP LLC to grow their clients' portfolios. For financial planning services, the firm may charge an hourly fee or a fixed fee depending on the complexity of the plan. These fee structures provide transparency and allow clients to know exactly what they are paying for. Regardless of the fee structure chosen, INVESTMARK ADVISORY GROUP LLC is committed to providing high-quality advice and service to help their clients achieve their financial goals.

Typical Clients, Fee Structures & Investment Minimum

The minimum household investment required under INVESTMARK ADVISORY GROUP LLC's Asset Management programs is generally $500,000. However, accounts below this minimum may be accepted on an individual basis at the firm's discretion based on certain circumstances such as anticipated future earning capacity, related accounts, account composition, and preexisting clients. The Part 2 Brochure notes that performance may suffer in smaller accounts due to difficulties with diversifying and a lack of diversification can lead to greater portfolio risk.

How This Office Can Help Shelton, CT Residents

Certified Planners, Inc. is a financial planning firm dedicated to assisting clients in San Ramon, CA, in achieving their financial goals. The team at Certified Planners, Inc. offers comprehensive financial planning services designed to help clients make the most of their money and build long-term wealth. They offer a wide range of services, including retirement planning, investment management, tax planning, estate planning, and more. For clients in San Ramon, CA, Certified Planners, Inc. can provide guidance on a variety of financial situations. Many residents are likely dealing with high living costs, particularly for housing and transportation. As such, they may need assistance in budgeting and saving for their future needs, such as retirement or their children's education. Additionally, with the current economic climate, many individuals and families may be facing job loss, reduced income, or other financial challenges, which may require a personalized financial plan to help them navigate these difficult times. Certified Planners, Inc. can provide the necessary support and expertise to help clients overcome these obstacles and achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Investmark Advisory Group LLC, visit their Part 2 Brochure.

Services Offered by Investmark Advisory Group LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Investmark Advisory Group LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3 Enterprise Dr #401, Shelton, CT 06484, USA
Phone (203) 953-3777
Directions
Google My Business Reviews:
4 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 3 ENTERPRISE DRIVE, FOURTH FLOOR, SHELTON, CT 6484, United States

This firm has no other locations.

State Registrations

Investmark Advisory Group LLC is registered to service clients in the following states:

  • California
  • Connecticut
  • Florida
  • Georgia
  • Louisiana
  • Maine
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Massachusetts
  • Pennsylvania
  • South Carolina
  • Texas
  • Vermont
  • Virginia

Disciplinary History

Investmark Advisory Group LLC does not have any disclosures. Please visit it's Form ADV for more details.

Updated on June 18, 2024