AC
CFA
AC
CFA

Andrew William Conner

4 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
72 clients
Average Client Portfolio
$71.9M average
Assets Under Management
$5.2B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.25%
$2.0M - $3.0M1.00%
$3.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.75%

Fees negotiable for accounts over $10MM.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Six North Park Drive, Suite 208, Hunt Valley, MD, 21030

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew is the managing member/owner of Tanyard Road LLC, a rental real estate business, since 2017. He spends minimal time leasing a farm to a third-party farmer.

Employment History
Current Registrations
Asset Strategy Consultants LLC
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Jones Falls Capital Partners
January 2019 - November 2019 · 10 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.