Kerry Connealy
Kerry Connealy is a registered investment advisor at Gaughan & Connealy Wealth Management, LLC, based in Overland Park, KS, with 8 years of industry experience. Kerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Gaughan & Connealy Wealth Management (GCWM) does not directly manage client investments. Instead, GCWM directs clients to third-party investment advisors, primarily Efficient Advisors, LLC (EA). GCWM is compensated through a fee share from these advisors.
The total annual fee, including both GCWM's and EA's fees, is as follows:
- First $1,000,000: 1.34%
- Next $1,000,000: 1.29%
- Next $2,000,000: 1.24%
- Next $6,000,000: 1.19%
- Over $10,000,000: 1.14%
GCWM's portion of the fee is 0.99% across all tiers, while EA's fee varies. Efficient Advisors, LLC withdraws the fees monthly in advance from the client's account and then pays GCWM its share.
Location
4400 College Boulevard,, Suite 190, Overland Park, KS, 66211
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 ActivitiesSells Insurance
Kerry is a lawyer and a licensed insurance agent. As an insurance agent, he may offer clients advice or products for commission, which presents a potential conflict of interest.
Employment History
Current Registrations
Gaughan & Connealy Wealth Management, 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.