Terri Connelly is a registered investment advisor at Formidable Asset Management, LLC, based in Cincinnati, OH, with 23 years of industry experience. Terri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 871 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Formidable Asset Management charges an annual management fee based on a percentage of your portfolio. This fee ranges from 0.50% to 2.00% per year, billed quarterly in advance. The specific fee depends on the complexity of managing your assets. All fees are negotiable. If Formidable recommends that you invest in their own exchange-traded funds, you will be subject to both the firm's portfolio management fees and the fund's management fees.
Location
221 E. 4th Street, Suite 2700, Cincinnati, OH, 45202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Terri works as a fitness professional at the Cincinnati Sports Club, dedicating minimal time. She also serves in fiduciary capacities such as attorney-in-fact or trustee.
Employment History
Current Registrations
Formidable Asset Management, LLC
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
RBC Capital Markets, LLCBroker
Seasongood & MayerBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.