John Connolly
John Connolly is a CFP-designated registered investment advisor at Connolly Financial Group, based in Grand Junction, CO, with 27 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 30 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Connolly Financial Group (CFG) uses third-party managers for investment management. CFG receives a portion of the fees charged by these managers.
Capital Investment Counsel (CIC) charges:
- First $1,000,000: 1.00% per year
- Next $1,000,000: 0.85% per year
- Next $3,000,000: 0.75% per year
- Above $5,000,000: Negotiable
Innova Wealth Partners (IWP) charges:
- $0-$500,000: 2.15% per year
- $500,001-$1,000,000: 1.9% per year
- $1,000,001-$2,500,000: 1.75% per year
- Over $2,500,000: 1.5% per year
CFG receives 40% of the CIC fee and 50% of the IWP fee.
Location
743 Horizon Ct #100D, Grand Junction, CO, 81506
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
John conducts his Registered Investment Advisor (RIA) services and financial planning activities under the names Jack Connolly and Connolly Financial Group since 1987. He spends about 100 hours per month on RIA activities and 10 hours on financial planning, and his financial planning activities include reviewing insurance needs.
Employment History
Current Registrations
Connolly Financial Group
State Registrations1 state
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