William Connor
William Connor is a CFA, CFP-designated registered investment advisor at Sax Wealth Advisors, LLC, based in Parsippany, NJ, with 17 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 1,655 clients with $3.6B 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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.55% |
| $7M+ | 0.45% |
Family accounts and related businesses can be aggregated for fee calculations. Minimum annual fee of $15,000 applies. Fees and minimums are negotiable under certain circumstances.
Fee Estimator
Location
389 Interpace Parkway, Suite 3, Parsippany, NJ, 07054
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2024Employment History
Current Registrations
Sax Wealth Advisors, LLC
Previous Registrations
Bakeravenue
Longboard Asset Management
Merrill Lynch Pierce Fenner & Smith INC.
H&r Block Financial Advisors, 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.
Exams
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