Connor Rosenecker is a CFP-designated registered investment advisor at Covenant Wealth, based in Buffalo, NY, 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 High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Fees are negotiable and may vary based on relationship complexity and portfolio size.
Fee Estimator
Location
Buffalo, NY
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 →Employment History
Current Registrations
Covenant Wealth
Previous Registrations
Sterling Investment Counsel, LLC
LPL Financial LLCBroker
Hightower Advisors, LLC
Linwood Investment Advisors INC.
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
More Advisors
- Taunya Abaya, CFPAbaya Wealth Management LLC
- John Rehak, CFPUnited Capital Financial Advisors
- Mark Kostrzewski, ChFCKostrzewski, Mark Benedict
- Robert Miller,, CFPMiller, Gesko & Company INC.
- Bruce Supernault, ChFCLPL Financial LLC
- Lisa Griffin, CFPMorgan Stanley