CK
CK

Connor Erick Kruse

1 Year of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
882 clients
Average Client Portfolio
$7.7M average
Assets Under Management
$6.8B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiable and may vary based on several factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

303 East Third St, Suite 110, Rochester, MI, 48307

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Connor works as an Investor Relations Associate at Clarkston Capital Partners, LLC, an investment management firm. This role takes nearly full-time hours, with a significant portion during trading hours.

Employment History
Current Registrations
Alps Distributors, INC.Broker
December 2024 - Present · 1 yr 2 mos
Clarkston Capital Partners, LLC
September 2024 - Present · 1 yr 5 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.