Lynne Connolly
Lynne Connolly is a registered investment advisor at Emerald Wealth Management, INC., based in Newport Beach, CA, with 14 years of industry experience. Lynne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 90 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Emerald Wealth Management (EWM) manages investments through a wrap fee program. The annual fee is a percentage of the assets managed.
- $500 to $1 million: 1.00% - 1.50%
- $1,001,000 to $2 million: 0.95%
- Over $2 million: Negotiable
Fees are deducted monthly from client accounts.
Location
5000 Birch Street, Suite 3000, Newport Beach, CA, 92660
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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
Lynne is a 1% owner/property manager for Focused Property Management, LLC, and 100% owner of Snowflake and Friends DBA Connolly & Associates, LLC, an author and seller of children's books and merchandise. She also hosts a radio talk show called "Good Stewardship".
Employment History
Current Registrations
Emerald Wealth Management, INC.
Previous Registrations
Independent Financial Group, LLC
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.