Connor Vlahos is a registered investment advisor at Northcoast Asset Management LLC, based in Dallas, TX, with 12 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,486 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NorthCoast Asset Management charges fixed rate fees for individually managed accounts, determined on a case-by-case basis. Factors include the amount of assets managed and the complexity of services provided. Legacy clients pay asset-based strategy fees as specified in their agreements. Fees are charged quarterly in arrears based on the net assets in the client's account. Fees are potentially subject to negotiation.
Location
4131 N. Central Expressway, Suite 900, Dallas, TX, 75204
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 →Employment History
Current Registrations
Northcoast Asset Management LLC
Previous Registrations
Kovitz Investment Group Partners, LLC
Connectus Wealth
Morgan StanleyBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services LLCBroker
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.