CD
CFP

Connor Nelson Donovan

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
33 advisors
Number of Clients
803 clients
Average Client Portfolio
$8.4M average
Assets Under Management
$6.7B

Fee Structure

Minimum Annual Fee:$20,000
Hourly Rate:$125 - $350/hr

Simon Quick charges an annual investment advisory fee based on a percentage of the market value of assets under management or a fixed fee. Fees are negotiable based on factors like asset value and complexity. The firm maintains a minimum annual fee of $20,000, which may be reduced or waived at their discretion. Financial planning and consulting services are offered on a stand-alone basis with negotiable fees. Bill-pay and bookkeeping services range from $125 to $350 per hour and are also negotiable.

Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningEstate Planning
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Advisor Information

Office location

360 Mt. Kemble Ave, Morristown, NJ, 07960

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Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Simon Quick Advisors, LLC
February 2021 - Present · 4 yrs 11 mos
State Registrations2 states
NJNY
Advisor
Exams
No exam information available for this advisor.