Connor Dye is a registered investment advisor at 3 Peaks Financial, based in Ammon, ID, with 5 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 281 clients with $54M 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 $25K | 1.60% |
| $25K - $50K | 1.40% |
| $50K - $100K | 1.30% |
| $100K - $150K | 1.20% |
| $150K - $250K | 1.15% |
| $250K - $500K | 1.10% |
| $500K - $750K | 1.05% |
| $750K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Rates shown are for Optimal Market Portfolios and Premier Asset Allocation Models. Fees are negotiable for accounts of $10,000,000 and above. Other program fee schedules apply for Custom Asset Allocation Models, Premier Investment Plan, Ultra Short Bond, and Non-Model Funds.
Fee Estimator
Location
2677 E 17th Street,, Suite 100, Ammon, ID, 83406
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
Connor is a resident producer of accident & health or sickness, and life insurance, offering various insurance products through LPL affiliated insurance companies. He dedicates a few hours per week to this business.
Employment History
Current Registrations
3 Peaks Financial
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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