Clinton Connell
Clinton Connell is a registered investment advisor at The Rosamond Financial Group Wealth Management, LLC, based in Marble Falls, TX, with 2 years of industry experience. Clinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 68 clients with $66M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees are generally negotiable.
Fee Estimator
Location
608 N. Us Hwy 281, Suite 103, Marble Falls, TX, 78654
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
Clinton is contracted as an independent agent with life insurance companies to sell annuities and life insurance policies, but is no longer working in this capacity. These relationships will naturally lapse.
Employment History
Current Registrations
The Rosamond Financial Group Wealth Management, LLC
Previous Registrations
Tucker Asset Management LLC
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.