Connor Buckley is a CFP-designated registered investment advisor at Petix & Botte Financial, based in La Mesa, CA, with 1 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, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 743 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Petix & Botte Financial charges a percentage of your portfolio annually for investment management services. The exact percentage depends on the size of your portfolio and the complexity of your situation.
- For the first $250,000 the fee ranges from 0.85% to 2.00% per year.
- For amounts above $250,000 the fee ranges from 0.25% to 1.50% per year.
The specific fee will be listed in your advisory agreement. Fees are billed quarterly, in advance, based on the value of your account at the end of the previous quarter.
Location
7777 Alvarado Road, Suite 520, La Mesa, CA, 91942
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Petix & Botte Financial
State Registrations1 state
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