David Connelly is a registered investment advisor at Orchard Advisors, based in Cazenovia, NY, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 305 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee for investment advisory services generally starts at 1.50% and is based on a percentage of assets under management. The AUM fee is negotiable at the discretion of Orchard Advisors. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Location
Cazenovia, NY
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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 →Employment History
Current Registrations
Orchard Advisors
Previous Registrations
Cardinal Capital Management LLCBroker
Rosenthal Global Securities LLCBroker
Gelber Securities, LLCBroker
Goldman, Sachs & CO.Broker
Wolverine Execution Services, LLCBroker
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.