Steven Pottieger is a CFP-designated registered investment advisor at Connors Investor Services INC, based in Wyomissing, PA, with 20 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 626 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Connors Investor Services charges a percentage of the value of your portfolio for investment management. The annual fee ranges from 0.25% to 1.25%, depending on factors like the amount you invest and the complexity of your situation. Connors generally requires a $500,000 minimum asset level for investment management services, but this may be waived.
Location
1210 Broadcasting Road, Suite 200, Wyomissing, PA, 19610
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Connors Investor Services INC
State Registrations2 states
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