Terri Connelly is a registered investment advisor at Formidable Asset Management, LLC, based in Cincinnati, OH, with 23 years of industry experience. Terri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 900 clients with $900M 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 | 2.00% |
Annual management fees range from 0.50% to 2.00% depending on the level of complexity involved. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
221 E. 4th Street, Suite 2700, Cincinnati, OH, 45202
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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
Terri works as a fitness professional at the Cincinnati Sports Club, dedicating minimal time. She also serves in fiduciary capacities such as attorney-in-fact or trustee.
Employment History
Current Registrations
Formidable Asset Management, LLC
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
RBC Capital Markets, LLCBroker
Seasongood & MayerBroker
State Registrations1 state
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.
Exams
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