Connor Price is a registered investment advisor at Hungerford Financial LLC, based in Grand Rapids, MI, with 6 years of industry experience. Connor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 349 clients with $490M 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 $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees above $10,000,000 are negotiable. A minimum annual management fee of $1,200 per account applies. Third-party investment adviser programs charge separate fees ranging from 0.50% down to 0.20%.
Fee Estimator
Location
2910 Lucerne Drive Se, Grand Rapids, MI, 49546
Get directionsHistory
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
Connor owns Red Elk Tax Services, offering tax preparation, accounting, bookkeeping, and CPA services since 2019. He also serves as Chief Investment Officer and Portfolio Manager for Hungerford Financial, LLC, and Chief Investment Officer for Hungerford Wealth.
Employment History
Current Registrations
Hungerford Financial LLC
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations4 states
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.
Exams
More Advisors
- Brett Bauman, CFPHungerford Financial LLC
- Aaron Sal, CFPHungerford Financial LLC
- Raymond Llewellyn, CFA, CFPCerity Partners LLC
- Nathan Luke, CFPMercer Global Advisors INC.
- Aaron Louisell, CFPRaymond James & Associates, INC.
- Ryan Sheffer, CFPAdvance Capital Management INC