Connor Kavanaugh
Connor Kavanaugh is a registered investment advisor at Palladio Consulting LLC, based in Portland, OR, with 13 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 2 more. Their firm serves 98 clients with $90M 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 $500K | 1.45% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees may be negotiable depending on the client's needs and complexity.
Fee Estimator
Location
Portland, OR
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
Connor is a licensed insurance agent with Palladio Consulting LLC. He spends a few hours per week on this activity.
Employment History
Current Registrations
Palladio Consulting LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations2 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.