Steven Connell
Steven Connell is a registered investment advisor at Diamond Head Financial Advisors LLC, based in Honolulu, HI, with 16 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 73 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
These fees apply to the Total Return Strategy. The Early Retirement Strategy has a flat 1% annual fee.
Fee Estimator
Location
1100 Alakea St, Suite 1910, Honolulu, HI, 96813
Get directionsHistory
Regulatory 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 →Employment History
Current Registrations
Diamond Head Financial Advisors LLC
Previous Registrations
Kobo Wealth Conservancy
Diamond Head Financial Advisors LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.