Connor Hartwell
Connor Hartwell is a registered investment advisor at Osaic Wealth, INC., based in Torrance, CA, with 11 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2790 Skypark Drive, Suite 200, Torrance, CA, 90505
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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 ActivitiesSells Insurance
Connor has an insurance license to complement his financial planning services, dedicating minimal time to it. He is also a partner and registered representative at Hartwell Financial Services, spending full-time hours there, and serves as a board member for Switzer Learning Center, a non-profit, spending minimal time there.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Mbsc Securities Corporation
Mbsc Securities CorporationBroker
State Registrations16 states
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