Connolly Financial Advisors (CFA) offers wealth management and investment management services, primarily to individuals. Wealth management includes investment management and financial planning, which covers areas like net worth monitoring, tax planning, cash flow strategies, investment analysis, retirement planning, and estate planning. CFA manages accounts on a non-discretionary basis, meaning they need your approval before making any trades or strategy changes.
Fee Structure
Connolly Financial Advisors (CFA) provides investment advisory services using the SEI Private Trust Company platform. CFA offers investment supervisory services for portfolios investing in mutual funds, exchange-traded funds, and individual securities through separately managed accounts. The total client fee includes operating expenses charged by the mutual funds, ETFs, or money manager fees if separately managed accounts are used, and the advisory fee charged by CFA. CFA will suggest a reallocation of the portfolio based on changing economic or market conditions or changes in the client's individual circumstances.