Connie Mack is a registered investment advisor at Simplevisor, based in Houston, TX, with 25 years of industry experience. Connie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
0.75% for passive model portfolios and 1.00% for active model portfolios.
Fee Estimator
Location
11750 Katy Freeway, Suite 840, Houston, TX, 77079
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Connie owns Alora Consulting, LLC, a licensed insurance agency, and acts as a licensed insurance agent, dedicating about 10-20% of her time. She also owns Mack Consulting, LLC, a real estate investment company, and is a partner and financial advisor with RIA Wealth Advisors LLC, a wealth management company, and Managing Member and CCO of RIA Global Research.
Employment History
Current Registrations
Simplevisor
RIA Advisors
Previous Registrations
RIA Wealth Advisors, LLC
Charles Schwab & CO., INC.
State Registrations3 states
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.