Connors Investor Services provides investment management services on a discretionary basis for individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Connors Investor Services focuses primarily on portfolio management, asset allocation, and ongoing monitoring of client accounts. The firm does not offer standalone financial planning or consulting services. Client investments are typically allocated among individual stocks, bonds, exchange-traded funds, mutual funds, and private funds. Connors Investor Services generally recommends that clients maintain their accounts at Charles Schwab & Co. as the qualified custodian. The firm manages assets based on each client's specific investment objectives and risk tolerance, and clients may place reasonable written restrictions on the management of their accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual investment advisory fees range from 0.25% up to 1.25% based on investment objectives, amount of assets invested, and complexity. Fees are negotiable.