CM
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Connor Mcdevitt
2 Years of Experience
Grand Rapids, MI
1 Disclosure
Connor Mcdevitt is a registered investment advisor at Fiduciary Financial Advisors, based in Grand Rapids, MI, with 2 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,035 clients with $1.2B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
2,035 clients
Average Client Portfolio
$573K average
Assets Under Management
$1.2B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50.0M - $150.0M | 0.30% |
| $150M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
124 Fulton St. East, Suite 200, Grand Rapids, MI, 49503
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
January 2016Employment History
Current Registrations
Fiduciary Financial Advisors
February 2026 - Present · 2 mos
Previous Registrations
Innovia Wealth, LLC
May 2023 - February 2026 · 2 yrs 9 mos
State Registrations1 state
MI
Advisor
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.
Exams
No exam information available for this advisor.