Connected Financial Strategies provides personalized investment management and financial planning services for individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Connected Financial Strategies builds long-term portfolios primarily using exchange-traded funds, mutual funds, individual stocks, and bonds, tailored to each client's goals and risk tolerance. In addition to portfolio management, Connected Financial Strategies offers ongoing financial planning covering retirement, cash flow, savings, insurance, and education funding. Connected Financial Strategies acts legally required to act in your best interest as a registered investment advisor. The firm does not have a set account minimum, making its services accessible to clients of various asset levels.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable at the sole discretion of the firm.