Colin Connery is a registered investment advisor at Heron Bay Capital Management, based in Berkley, MI, with 2 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 127 clients with $640M 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 | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Clients in small cap core allocations are charged at flat rate of up to 1.50%. Minimum annual fee of $500 per account. Fees may be negotiable.
Fee Estimator
Location
Berkley, MI
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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
Colin is a promoter for Heron Bay Capital Management, a registered investment advisor, since October 2023. He dedicates a few hours per week to this activity, including time during trading hours.
Employment History
Current Registrations
Heron Bay Capital Management
State Registrations1 state
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