Elizabeth Connelly
Elizabeth Connelly is a registered investment advisor at Visionary Wealth Advisors, LLC, based in St. Louis, MO, with 20 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 4,262 clients with $3.5B 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 - $500K | 1.20% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.05% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000. Additional program or independent manager fees up to 0.50% may apply if using specific model portfolios.
Fee Estimator
Location
1401 South Brentwood Boulevard, Suite 700, St. Louis, MO, 63144
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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 →Other Business ActivitiesSells Insurance
Elizabeth works as an insurance agent selling non-variable insurance policies for various insurance companies since 2013. This activity takes nearly full-time.
Employment History
Current Registrations
Visionary Wealth Advisors, LLC
Previous Registrations
Visionary Wealth Advisors, LLC
Saxony Securities, INC.Broker
Krilogy Financial LLC
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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