Connor Williamson is a registered investment advisor at Truenorth Wealth & Impact, LLC, based in Joplin, MO, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 376 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
TrueNorth Wealth & Impact's fees for investment and wealth management services are based on the value of your portfolio and are billed quarterly in advance. The maximum annual advisory fee is 1.5%. Fees may be based on cumulative household assets. For certain clients or specific holdings, fees may be negotiable. They also offer programs through Wells Fargo Advisors with maximum annual fees of 1.35% or 1.25%, plus potential independent manager fees.
Location
4037 Gateway Drive, Joplin, MO, 64804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Truenorth Wealth & Impact, LLC
State Registrations2 states
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