Connected Wealth Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$186,783,489
Total clients
290
22% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
145
Average account size
$644,081
Client services
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
Account minimum: $500,000 generally required for management services of individual fixed income portfolios; minimum annual fee typically ranges from $2,500 to $5,000 Minimum fee: Minimum annual fee typically ranging from $2,500 to $5,000, applied quarterly, depending on client complexity Fee-only: Fees charged as a percentage of assets under management on a tiered basis; no commissions or performance-based fees
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Main office location
Connected Wealth Solutions, LLC
1121 Adams Avenue
La Grande OR 97850, United States
Number of offices
1
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