Conner Young is a registered investment advisor at Baskets Capital LLC, based in Austin, TX, with 9 years of industry experience. Conner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 51 clients with $9.5M 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees may be discounted and are negotiable depending on the account size.
Fee Estimator
Location
Austin, TX
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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
Conner works as a research associate for GiveList Media Company, evaluating nonprofit organizations, and as a data research associate for Real Capital LLC, researching business contact information in Texas. Conner spends a few hours per week on each of these activities.
Employment History
Current Registrations
Baskets Capital LLC
Previous Registrations
Tollefson and Company Investment Management LLC
Thrivent Advisor Network, LLC
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
AXA Advisors, LLC
AXA Advisors, 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.