Timothy L. Conner is a sole proprietor who provides financial planning and investment management services. He offers advice on tax, retirement, estate, and investment matters. Timothy Conner takes a holistic approach, tailoring advice to each client's specific situation and coordinating with other professionals like CPAs and lawyers. He primarily works with retired individuals and their families.
Assets Under Management$7.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$7.2M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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