Connor Price is a registered investment advisor at Hungerford Financial LLC, based in Grand Rapids, MI, with 5 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 317 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for accounts above $10,000,000. Minimum annual management fee of $1,200 per account.
Fee Estimator
Location
2910 Lucerne Drive Se, Grand Rapids, MI, 49546
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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 Activities
Connor owns Red Elk Tax Services, offering tax preparation, accounting, bookkeeping, and CPA services since 2019. He also serves as Chief Investment Officer and Portfolio Manager for Hungerford Financial, LLC, and Chief Investment Officer for Hungerford Wealth.
Employment History
Current Registrations
Hungerford Financial LLC
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations3 states
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