Connors Investor Services offers investment management services to individuals, high net worth individuals, and other entities. Connors does not provide financial planning or related consulting services. Connors manages investments on a discretionary basis, tailoring strategies to client objectives. Connors may recommend investments in its affiliated mutual fund or private investment funds, which presents a conflict of interest.
Fee Structure
Connors Investor Services charges a percentage of the value of your portfolio for investment management. The annual fee ranges from 0.25% to 1.25%, depending on factors like the amount you invest and the complexity of your situation. Connors generally requires a $500,000 minimum asset level for investment management services, but this may be waived.