The Retirement Planning Center, led by Stephen W. Connolly Sr., provides ongoing investment management based on your financial situation and goals. They also offer financial planning services, including written plans and consultations covering various financial topics. You are responsible for deciding whether to implement their recommendations. Stephen W. Connolly Sr. is also a registered representative of LPL Financial and an insurance agent.
Assets Under Management$3.2M
Clients13
Advisors1
Avg. per Client$250K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable for clients that maintain $1 Million or more in assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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