KConnally Strategies offers both asset management and financial consulting services. For asset management, they can manage your investments with or without needing your approval for each trade. They may also hire other investment advisors to manage parts of your portfolio. Financial consulting is available for specific financial topics, but it's not a full financial plan. Kenneth Connally is the owner and Chief Compliance Officer.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.85% |
| $750K - $1.0M | 0.75% |
| $1M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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