Conner Rehage
Conner Rehage is a registered investment advisor at Harbor Hills Financial Advisors, based in Santa Barbara, CA, with 13 years of industry experience. Conner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 104 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Qualified clients may pay a performance-based fee of 1.50% of assets under management plus 15.00% of capital appreciation.
Fee Estimator
Location
5290 Overpass Road, Suite 228, Santa Barbara, CA, 93111
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2021Other Business ActivitiesSells Insurance
Conner is a director at The Rehage Organization (health insurance) and an insurance agent at Harbor Hills Insurance Services, selling various insurance products. Conner also serves as a volunteer board member for the UCSB Foundation, dedicating minimal time.
Employment History
Current Registrations
Harbor Hills Financial Advisors
Previous Registrations
Changepath, LLC
Partnervest Advisory Services LLC
Sorrento Pacific Financial, LLCBroker
Edward Jones
Edward JonesBroker
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.