CH
CFP
CH
CFP

Connor Hughes

1 Year of Experience

Connor Hughes is a CFP-designated registered investment advisor at Diversified Portfolios, INC., based in Bloomfield Hills, MI, with 1 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. Their firm serves 620 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
11 advisors
Number of Clients
620 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.90%
$2.0M - $6.0M0.65%
$6.0M - $15.0M0.45%
$15M+0.25%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

39520 Woodward Avenue, Suite 200, Bloomfield Hills, MI, 48304

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Diversified Portfolios, INC.
March 2025 - Present · 1 yr 1 mo
State Registrations3 states
CAMIWA
Advisor

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
No exam information available for this advisor.