Connect Financial Advisors is a registered investment advisor based in Providence, Utah, offering discretionary portfolio management and financial planning services. The firm builds customized investment portfolios based on each client's specific goals, risk tolerance, and time horizon, utilizing a strategy that aims to manage risk and adapt to changing market conditions. Connect Financial Advisors also provides modular financial planning services covering retirement income, estate planning, insurance analysis, and education funding. The firm serves individuals, high-net-worth individuals, small businesses, and trusts, and does not require a minimum account size to open an investment portfolio.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable between 0.50% and 2.00% annually based on account size, number of accounts, and management style, and are billed monthly in advance.