Conner Combs is a registered investment advisor at Combs Capital Partners, based in Southlake, TX, with 8 years of industry experience. Conner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 103 clients with $59M 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 | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees may be negotiable for accounts over $5,000,001.
Fee Estimator
Location
Southlake, 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 is a general partner in Combs Capital Group, LLC, vetting alternative investment opportunities, and spends minimal time on this. He also serves as CFO for So Sarah Rose LLC, a content creation business owned by his spouse, spending a few hours per week.
Employment History
Current Registrations
Combs Capital Partners
Previous Registrations
Archetype Wealth Partners, LLC
State Registrations2 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.