Michael Connelly
Michael Connelly is a registered investment advisor at Calderwood Financial Strategies, INC., based in Houston, TX, with 1 years of industry experience. Michael 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. Their firm serves 69 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calderwood Financial Strategies charges a negotiable annual fee based on the total value of your portfolio. The exact fee will be detailed in your investment advisory agreement. The standard fee ranges from 0.10% to 1.50% of your portfolio's value. Fees are paid monthly or quarterly in arrears, based on the portfolio's value at the end of the prior period.
Location
510 Bering Drive, Suite 540, Houston, TX, 77057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Calderwood Financial Strategies, INC.
State Registrations2 states
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