Conner Cloyd is a registered investment advisor at Cloyd Capital, based in Louisville, KY. Conner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 9 clients with $350K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 0.85% |
| $50K - $100K | 0.70% |
| $100K - $500K | 0.55% |
| $500K - $1.0M | 0.40% |
| $1.0M - $2.0M | 0.30% |
| $2M+ | 0.25% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Location
Louisville, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cloyd Capital
State Registrations1 state
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