CB
CFA
CB
CFA

Connor Browne

23 Years of Experience
Santa Fe, NM

Connor Browne is a CFA-designated registered investment advisor at City Different Investments, based in Santa Fe, NM, with 23 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 105 clients with $240M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
105 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$244.4M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

City Different Investments offers continuous investment management services for a fee, calculated as a percentage of the value of your portfolio. Fees vary by strategy.

Equity Strategies: 0.5% - 2.00% (fees vary by strategy)

Fixed-Income Strategies:

  • Up to $50 million: 0.25%
  • $50 million - $100 million: 0.20%
  • Over $100 million: negotiable
Loading...

Location

925 Paseo De Peralta, Santa Fe, NM, 87501

Get directions

History

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.

Learn about disclosures →
Employment History
Current Registrations
City Different Investments
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Thornburg Investment Management INC
December 2007 - February 2020 · 12 yrs 2 mos
Thornburg Securities CorporationBroker
December 2001 - February 2020 · 18 yrs 2 mos
State Registrations1 state
NM
Advisor

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
No exam information available for this advisor.