Connor Capital Management offers financial planning and investment management services. Financial planning involves assessing your financial goals and creating a plan to meet them. Investment management involves creating asset allocations based on your investment guidelines and managing your investment accounts. Connor Capital Management generally requires a minimum of $500,000 to manage or a $5,000 minimum annual fee, but may waive these minimums.
Fee Structure
Connor Capital Management's fees generally range from 0.50% to 1.50% per year of the value of your investments. The exact fee depends on factors like the size of your account and the complexity of your financial situation. In some circumstances, fees may be higher or lower than this range. Connor Capital Management also offers a wrap fee program where transaction fees are included.