Advisor at Professional Advisory Services Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Professional Advisory Services Inc
Location
Vero Beach, FL 32960
Credentials
ChFC®
Industry experience
< 1 year
Christopher Connett is a ChFC® with Professional Advisory Services, Inc., where he has worked since 2011. He is based in Vero Beach, FL, and is part of a nine-advisor team. Professional Advisory Services, Inc. manages discretionary portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients including corporate pension plans and charities. The firm uses a combination of top-down and bottom-up fundamental analysis to construct diversified portfolios focused on high-quality equities and investment-grade bonds, supported by formal performance reporting and specialized institutional services.
Based on Professional Advisory Services Inc
$0 - $500,000: 1.0% annually $500,001 - $1,000,000: 0.9% annually $1,000,001 - $2,500,000: 0.8% annually $2,500,001 - $4,000,000: 0.7% annually $4,000,001 - $5,500,000: 0.6% annually $5,500,001+: 0.5% annually
Account minimum: $500,000 Fee-only: Fee-only adviser; no commissions received by PASI except nominal $0.025 per share stock commission via Bloomberg Terminal trades
2770 Indian River Blvd, Suite 204
Vero Beach, FL 32960
Florida
Professional Advisory Services, Inc.
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Series 63, Series 65
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