Connor Donnelly is a registered investment advisor at The Institute, based in Seattle, WA, with 17 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 817 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IWM charges a percentage of your assets under management. The exact fee is negotiated between you and your advisor, but the maximum fee is 2.00% per year. Fees can vary significantly among clients. IWM may waive fees for certain clients. IWM may also retain sub-advisors to assist with managing portfolios.
Location
4020 E Madison St, Suite 210, Seattle, WA, 98112
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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.
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Connor works as a consultant for Fund Formation Group, LLC since 2020. He dedicates minimal time outside of trading hours to this investment-related business.
Employment History
Current Registrations
The Institute
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Caelum Capital Advisors, LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Wachovia Securities, LLCBroker
State Registrations2 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.