Connor Dye
Advisor at 3 Peaks Financial
Updated today
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.
About
Connor Dye is a financial advisor at 3 Peaks Financial with five years of industry experience. He holds a Series 65 designation and previously worked at Mountain America Credit Union. In addition to his advisory role, he is a licensed insurance producer offering various insurance products including life, long-term care, disability, fixed annuity, and Medicare supplement plans. 3 Peaks Financial Advisors serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management, financial planning, and third-party money manager referrals. The firm’s investment process emphasizes asset allocation and regular portfolio monitoring, combining model allocations with customized recommendations.
Client services
Based on 3 Peaks Financial
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on 3 Peaks Financial
Annuities
Retirement income strategy
Tax-loss harvesting
Cash flow / budgeting
Fee options
Financial planning initial setup fee from $1,500 to $5,500, paid 50% in advance and 50% upon completion.
$0 - $25,000: OMP 1.60%, PAAM 1.65%, CAAM 2.05%, USB 0.50%, NMF 0.75% $25,000 - $50,000: OMP 1.40%, PAAM 1.45%, CAAM 1.90%, USB 0.25%, NMF 0.70% $50,000 - $100,000: OMP 1.30%, PAAM 1.35%, CAAM 1.75%, USB 0.23%, NMF 0.65% $100,000 - $150,000: OMP 1.20%, PAAM 1.25%, CAAM 1.60%, USB 0.21%, NMF 0.60% $150,000 - $250,000: OMP 1.15%, PAAM 1.20%, CAAM 1.45%, USB 0.19%, NMF 0.55% $250,000 - $500,000: OMP 1.10%, PAAM 1.15%, CAAM 1.35%, USB 0.17%, NMF 0.50% $500,000 - $750,000: OMP 1.05%, PAAM 1.10%, CAAM 1.25%, USB 0.15%, NMF 0.45% $750,000 - $1,000,000: OMP 1.00%, PAAM 1.05%, CAAM 1.15%, USB 0.13%, NMF 0.40% $1,000,000 - $1,500,000: OMP 0.90%, PAAM 0.95%, CAAM 1.05%, USB 0.11%, NMF 0.35% $1,500,000 - $2,000,000: OMP 0.80%, PAAM 0.85%, CAAM 1.00%, USB 0.09%, NMF 0.30% $2,000,000 - $5,000,000: OMP 0.70%, PAAM 0.75%, CAAM 0.95%, USB 0.07%, NMF 0.25% $5,000,000 - $10,000,000: OMP 0.60%, PAAM 0.65%, CAAM 0.90%, USB 0.05%, NMF 0.20% $10,000,000+: OMP Negotiable, PAAM Negotiable, CAAM Negotiable, USB Negotiable, NMF Negotiable
Commission from sale of investment and insurance products accepted by certain representatives; conflicts disclosed; commissions are not primary compensation; advisory fees reduced to offset commissions.
Hourly fee for financial consulting services is $200 per hour, negotiable.
Ongoing financial planning fees paid quarterly in advance, ranging from $0 to $200 depending on assets under management and service features.
Account minimum: $25,000 Fee-only: Fixed Fees for financial planning range from $1,500 to $5,500 for initial plan setup. Ongoing fixed planning fees quarterly: $100 to $200 depending on AUM and services. Hourly financial planning fee is $200/hour.
Location
2677 E 17 Th Street,, Suite 100
Ammon, ID 83406
Most active in
Connor D has reported serving >5 clients in these states in the last 12 months.
Idaho · Washington
Work history
3 Peaks Financial Advisors, LLC
2021 - Present (5 years)
Mountain America Credit Union
2018 - 2021 (3 years)
N/a
2017 - 2017 (1 year)
Aptive Environmental
2016 - 2017 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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