Conor Sen is a registered investment advisor at Peachtree Creek Investments, based in Brookhaven, GA, with 13 years of industry experience. Conor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 22 clients with $34M 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 $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable depending on the complexity of the client’s financial situation and the scope of services rendered.
Fee Estimator
Location
Brookhaven, GA
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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
Conor is a contract writer/columnist for Bloomberg, writing about the economy, financial markets, and related topics, for which he is paid per column. He dedicates about 10-20% of his time to this activity, with a few hours per week occurring during securities trading hours.
Employment History
Current Registrations
Peachtree Creek Investments
Previous Registrations
New River Investments
State Registrations2 states
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