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Connor Tyson

Advisor at Portfolio Medics, LLC

Updated today

Location

Pleasantville, NY

Credentials

ChFC®, Series 63, Series 65

Industry experience

23 years

About

Connor Tyson is a financial advisor at Portfolio Medics, LLC with 23 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior roles include positions at Altium Wealth Management LLC, TIAA-CREF, and J.P. Morgan Securities. Additionally, Mr. Tyson works as an independent insurance agent, selling insurance products including annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a mix of strategic and tactical approaches and a range of model portfolios.

Client services

Based on Portfolio Medics, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Portfolio Medics, LLC

Active portfolio management Passive / index investing

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Fee options

Fixed

Financial planning fixed fees range from $125 to $5,000

Percentage

$0 - $10,000,000: 2.60% (Advisor Managed Portfolios - AMP) $10,000,001+: Negotiable (AMP) $0 - $10,000,000: 1.00% (Diversified Fund Allocation - DFA) $10,000,001+: Negotiable (DFA) $0 - $10,000,000: 1.50% (Market Trend Strategy - MTS) $10,000,001+: Negotiable (MTS)

Project-based

$250 per hour for financial planning services

Subscriptions

Ongoing financial consulting payable through annual fees starting at $1,000 ($250 quarterly), increasing by $500 annually for each additional $50,000 advised upon

Other

Account minimum: $150,000 Minimum fee: Annual fee of $1,000 for minimum portfolio size of $150,000, increasing by $500 for each additional $50,000 Fee-only: Financial planning fixed fees range from $125 to $5,000; hourly fees $250/hour; ongoing financial consulting annual fees starting at $1,000 ($250 quarterly)

Location

Pleasantville, NY

Most active in

New York

Work history

Portfolio Medics

2022 - Present (4 years)

Altium Wealth Management LLC

2021 - 2022 (1 year)

TIAA-CREF

2016 - 2021 (5 years)

Tiaa

2016 - 2020 (4 years)

J.P. Morgan Securities

2010 - 2016 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management Passive / index investing General retirement planning
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Katonah, NY

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Options & derivatives strategies
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White Plains, NY

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Wealth management College savings (529s, UTMA, etc.) Annuities Real estate investing
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College savings (529s, UTMA, etc.) Cash flow / budgeting
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