Jay Conner is a registered investment advisor at Arena Wealth Advisors LLC, based in Jeffersonville, IN, with 23 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 56 clients with $53M 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 - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees for assets over $5,000,000 are negotiable. The entire portfolio is charged the same flat percentage rate based on the total tier reached.
Fee Estimator
Location
380 Missouri Ave, Suite A2, Jeffersonville, IN, 47130
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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 →Employment History
Current Registrations
Arena Wealth Advisors LLC
Previous Registrations
Kestra Advisory Services, LLC
Mwm Advisory
Capital Asset Management, LLC
American Express Financial Advisors, INC.
State Registrations4 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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