Kevin Connolly
Kevin Connolly is a registered investment advisor at Buffalo First Wealth Management, LLC, based in Williamsville, NY, with 8 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 583 clients with $92M 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 | 1.10% |
| $500K - $750K | 1.00% |
| $750K - $1000K | 0.90% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $30.0M | 0.75% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
7606 Transit Rd, Suite 100, Williamsville, NY, 14221
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
Kevin is an insurance agent selling insurance for various carriers through Buffalo First Advisory Services, dedicating minimal time to this activity. He also serves as a trustee for Medaille College, focusing on strategic planning and committee work, which also requires minimal time.
Employment History
Current Registrations
Buffalo First Wealth Management, LLC
Previous Registrations
Buffalo First Wealth Management, LLC
Waddell & Reed
State Registrations1 state
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