Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and may be reduced for combined household accounts.
Fee Estimator
Investment management fees are based on a percentage of assets under management. For accounts not held at American Funds Service Company, fees range from 1.25% on assets less than $250,000, down to 0.50% on assets over $5,000,001. For accounts held at American Funds Service Company, the annual fee is 0.5%. The firm may receive referral fees from third-party investment advisors. Retirement plan services are offered with fees ranging from 0.25% to 0.75% of plan assets or at an hourly rate of up to $250 per hour.
Areas of Practice
Advisor Information
Office location
10371 N. Oracle Rd., Suite 102, Oro Valley, AZ, 85737
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Conner is an insurance agent selling insurance for various companies since 2020, dedicating nearly full-time hours to this activity. Conner also owns CK Design, a web design business, dedicating a few hours per week.