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Connective Wealth Partners, LLC

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Total assets under management

$36,656,856

Total clients

292

0% high-net worth

Total advisors

10

of 16 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

29

Average account size

$125,537

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Financial planning fixed engagement fees up to $25,000 per engagement.

Percentage

0.50% to 2.00% annually (based on various factors including assets under management and complexity)

Other

Fee-only: Wealth management fees based on AUM; Financial planning fixed fees up to $25,000 per engagement; Ongoing planning fees up to $175 per month.

Disclosures

More info

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

Main office location

Connective Wealth Partners, LLC

205 Hudson Street, Floor 8

New York NY 10013, United States

Number of offices

7

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

(603) 498-1854

Advisors at this firm

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Joy L

Series 65

Sneads Ferry, NC

Connective Wealth Partners, LLC
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William U

Series 63, Series 65

Brooklyn, NY

Connective Wealth Partners, LLC
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Adam B

CFP®, Series 63, Series 65

Miami, FL

Connective Wealth Partners, LLC
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Jill W

Series 65

Portland, OR

Connective Wealth Partners, LLC
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Kylie L

Series 65

Fairfax, VA

Connective Wealth Partners, LLC
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Kadri A

Series 65

New York, NY

Connective Wealth Partners, LLC
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Erika M

Series 65

Hackensack, NJ

Connective Wealth Partners, LLC
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Tina H

Series 65

New York, NY

Connective Wealth Partners, LLC
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Garrett F

Series 65

Fullerton, CA

Connective Wealth Partners, LLC
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Andrew N

Series 66

New York, NY

Connective Wealth Partners, LLC
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Nicole L

Series 65

Los Angeles, CA

Connective Wealth Partners, LLC
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