Christopher Connolly is a registered investment advisor at Mirador Capital Partners, based in Pleasanton, CA, with 1 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 641 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mirador Capital Partners charges a percentage of your portfolio for comprehensive portfolio management, not to exceed 2.00% annually. The exact fee is negotiable and detailed in your advisory agreement. Fees are billed quarterly in advance. Performance-based fees may be charged to certain qualified clients, up to 25% of net profits exceeding a 6% annualized return.
Location
6700 Koll Center Parkway, Suite 230, Pleasanton, CA, 94566
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is the broker owner of CJC Lending Corp, a mortgage brokerage, since January 2025. He dedicates about a quarter of his time to this activity, including a few hours per week during securities trading hours, originating mortgages.
Employment History
Current Registrations
Mirador Capital Partners
State Registrations1 state
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