Adam Connors is a registered investment advisor at Commonwealth Family Office, based in Newport Beach, CA, with 18 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.5M | 0.65% |
| $2.5M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Location
Newport Beach, CA
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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
Commonwealth Family Office
Previous Registrations
Northland Asset Management
Northland Securities, INC.Broker
C.K. Cooper & Company, INC.
C.K. Cooper & Company, INC.Broker
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.