Andrew Conner is a CFA-designated registered investment advisor at Asset Strategy Consultants LLC, based in Hunt Valley, MD, with 5 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 48 clients with $5.2B 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Private wealth fee schedule shown. Fees are negotiable based on account size, complexity, and resources required. Institutional consulting and Outsourced Chief Investment Officer (OCIO) services have separate fee schedules.
Fee Estimator
Location
Six North Park Drive, Suite 208, Hunt Valley, MD, 21030
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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
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
Previous Registrations
Jones Falls Capital Partners
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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