Assets Under Management
$58.6M
Number of Clients
496
Number of Advisors
7
Average Client AUM
$118K
AUM per Advisor
$8.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Connect Financial Advisors offers discretionary portfolio management services tailored to client needs, creating an Investment Policy Statement based on goals, risk tolerance, and time horizon. They also provide financial planning services in a three-step process, including consultation, plan creation using third-party software, and plan presentation. Services are tailored to individual needs, with investment restrictions considered.
UT, United States