Christopher Connelly
Christopher Connelly is a registered investment advisor at Novus Advisors, based in Greenville, SC, with 24 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 267 clients with $91M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable based on account complexity, family relationships, or employee status. Accounts with outside money managers incur an additional fee of 0.50% to 0.85%.
Fee Estimator
Location
607 Pendleton Street, Suite 101-B, Greenville, SC, 29601
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 →Other Business ActivitiesSells Insurance
Christopher is an insurance agent selling life insurance and annuities, spending a few hours per week on this activity. He is also a member/owner of Specialized Plan Administrators and a principal at Lafayette Advisors, dedicating minimal time and about 10-20% of his time respectively. Finally, Christopher is a member/principal at Doc on Call, LLC, spending no time during trading hours.
Employment History
Current Registrations
Novus Advisors
Previous Registrations
Novus Advisors
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Wachovia Securities, LLCBroker
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
More Advisors
- Steven Phillips, CFPForvis Mazars Wealth Advisors, LLC
- Jason Skistad, CFPMariner
- Nelson Arrington, CFACx Institutional, LLC
- Daniel Milks, CFPFiduciary Organization, LLC
- Brittany Wolff, CFPWolff Financial
- Marcus Graham, CFPTruist Advisory Services, INC.