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How does the advisor help clients – Key Takeaways:
- CONNOR CAPITAL SB, LLC is a trusted financial management firm that offers personalized services to help clients reach their financial goals.
- Their team of experienced financial advisors provides expert guidance and support to clients, assisting them in making informed and strategic decisions.
- CONNOR CAPITAL SB, LLC focuses on building long-term relationships with their clients, putting their needs and objectives at the forefront of their services.
Facts and Insights:
CONNOR CAPITAL SB, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm specializes in providing customized and comprehensive financial solutions to individuals, families, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15+ years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types:
- Individuals and families
- Small business owners
- High net worth individuals
- Retirees
- Trusts and estates
Fees & Compensation:
CONNOR CAPITAL SB, LLC charges a competitive fee based on a percentage of assets under management for their investment advisory services. They strive to maintain transparency in their fees and compensation structure, ensuring that clients understand the costs associated with their services.
Background:
The founder and managing director of CONNOR CAPITAL SB, LLC, John Connor, has over 20 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA), holding a Masters of Business Administration (MBA) in Finance. John is dedicated to providing clients with personalized and unbiased financial advice.
Financial Advisor Disclosures to Know:
- CONNOR CAPITAL SB, LLC has a fiduciary duty to act in the best interests of their clients at all times.
- The firm has no disclosures or disciplinary actions on their record, indicating a clean and reputable track record.
- CONNOR CAPITAL SB, LLC does not have any conflicts of interest or other important disclosures to note.