McConnell Financial Advisors offers investment management and financial planning services. For investment management, they offer both discretionary and non-discretionary options, tailoring strategies to individual client goals and risk tolerance. Financial planning services cover areas like estate planning, investments, taxes, and insurance. Members of the firm also sell insurance products, which presents a potential conflict of interest.
Assets Under Management$120M
Clients141
Advisors1
Avg. per Client$840K
Avg. per Advisor$120M
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Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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