Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees are negotiable, with a maximum of 2.00% annually, though some clients may agree to a higher fee in limited circumstances. Financial planning fees range from $1,000 to $10,000 per engagement or an hourly fee. Cash management services are available for a flat rate of 0.10% per annum. A minimum initial account value of $100,000 is generally required, but may be waived.
Areas of Practice
Advisor Information
Office location
9878 W. Belleview Ave., #2306, Denver, CO, 80123
Get directionsRegulatory 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.
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Connor works as a consultant for Fund Formation Group, LLC since 2020. He dedicates minimal time outside of trading hours to this investment-related business.