George Connell is a registered investment advisor at Drexel Morgan & CO., based in Radnor, PA, with 59 years of industry experience. George 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 12 clients with $610M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable based on factors such as client type, asset class, pre-existing relationships, and portfolio complexity. Amounts over $10 million are negotiable.
Fee Estimator
Location
Three Radnor Corporate Center, Suite 450, Radnor, PA, 19087-4580
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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 Activities
George is the Chairman and CEO of Haverford Financial Securities, an SEC registered investment advisor. He dedicates approximately one day per week to strategic oversight.
Employment History
Current Registrations
Drexel Morgan & CO.
Haverford Financial Services, INC.
Previous Registrations
Haverford Investment Management, INC.
Rittenhouse Financial Services INC.
Haverford Trust Securities, INC.Broker
Drexel Burnham Lambert IncorporatedBroker
Drexel Burnham & CO. IncorporatedBroker
Drexel Burnham & CO. IncorporatedBroker
Drexel Firestone IncorporatedBroker
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
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