Alan Conner is a registered investment advisor at Novapoint Capital LLC, based in Atlanta, GA, with 13 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 208 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. NovaPoint typically reduces fees for select groups, such as non-profit organizations and military veterans.
Fee Estimator
Location
1175 Peachtree St Ne, Suite 1825, Atlanta, GA, 30361
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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 →Other Business Activities
Alan is the owner/president of My Professional CFO, LLC, a document filing and bookkeeping service for physicians, since 2010. He dedicates a few hours per week to this non-investment related business.
Employment History
Current Registrations
Novapoint Capital LLC
Previous Registrations
Spectrum Advisory Services INC.
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.