Connor Wasson is a registered investment advisor at Unique Wealth, LLC, based in Tampa, FL, with 4 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 846 clients with $970M 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 $100K | 1.65% |
| $100K - $500K | 1.25% |
| $500K - $800K | 1.00% |
| $800K - $1.0M | 0.85% |
| $1.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Fees are negotiable. Certain assets are billed at separate flat rates: digital assets at 0.90%, fee-based annuities at 1.00%, structured notes/treasuries/cash/CDs at 0.60%, and custom bond portfolios at 0.75%.
Fee Estimator
Location
4830 W Kennedy Blvd, Ste 100, Tampa, FL, 33609
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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 →Employment History
Current Registrations
Unique Wealth, LLC
Previous Registrations
Global Retirement Partners LLC
LPL Financial 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.
Exams
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