Connor Rosenecker is a CFP-designated registered investment advisor at Sterling Investment Counsel, LLC, based in Buffalo, NY, with 4 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 802 clients with $820M 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 $500K | 1.50% |
| $500K+ | 1.25% |
Relationships are subject to a minimum annual fee of $1,500. Fees vary by client dependent upon the complexity and the size of the investment portfolio. These fees are generally negotiable.
Fee Estimator
Location
360 Delaware Avenue, Suite 400, Buffalo, NY, 14202
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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 →Employment History
Current Registrations
Sterling Investment Counsel, LLC
LPL Financial LLCBroker
Previous Registrations
Hightower Advisors, LLC
Linwood Investment Advisors INC.
State Registrations1 state
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.