Connor Welly is a registered investment advisor at Fisher Investments, based in Camas, WA, with 8 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 199,922 clients with $390B 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 $25.0M | 0.85% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.80% |
Rates vary by investment strategy. The schedule shown reflects standard rates for core global equity strategies. Other strategies have different schedules, and fees for amounts above certain thresholds are negotiable.
Fee Estimator
Location
5565 NW Fisher Creek Dr, Camas, WA, 98607
Get directionsHistory
Regulatory History (1)
Criminal
December 2012Employment History
Current Registrations
Fisher Investments
Previous Registrations
Fisher Investments
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.
Exams
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