Andrew Conner is a CFA-designated registered investment advisor at Asset Strategy Consultants LLC, based in Hunt Valley, MD, with 5 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 72 clients with $5.2B 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 $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees over $10 million are negotiable.
Fee Estimator
Location
Six North Park Drive, Suite 208, Hunt Valley, MD, 21030
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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
Andrew is the managing member/owner of Tanyard Road LLC, a rental real estate business, since 2017. He spends minimal time leasing a farm to a third-party farmer.
Employment History
Current Registrations
Asset Strategy Consultants LLC
Previous Registrations
Jones Falls Capital Partners
State Registrations1 state
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