Connor Lantz is a registered investment advisor at E-Wealth Partners, based in Minnetonka, MN, with 3 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, High Net Worth, Investment Management, and 2 more. Their firm serves 143 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
E-Wealth Partners manages investment portfolios for an annual fee that can be up to 2% of the value of your investments. This fee is negotiable and paid quarterly in advance. The fee is calculated based on the value of your account at the end of each quarter. If you end your relationship with E-Wealth, you'll receive a refund for any unearned portion of the fee.
Location
12301 Whitewater Dr., Suite 40, Minnetonka, MN, 55343
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
E-Wealth Partners
Previous Registrations
Advisornet Wealth Partners
State Registrations1 state
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