after checking the disciplinary records of connectus wealth, our system found no disciplinary questions to ask. when performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. while this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. as identified in sec form adv part 1, item 11 “disclosure information”, the trust algorithm identified the following disciplinary disclosures for connectus wealth: unfortunately, there is no single, uniform pricing standard for working with a financial advisor.
as a financial advisory firm, connectus wealth can provide a variety of financial planning services for americans. while connectus wealth advises clients across a variety of portfolio sizes, the average client balance is currently $575,189. to file a complaint or dispute with this firm, please fill out the sec investor complaint form. all requests for updated information should also be reported directly to the sec and/or finra. with respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com’s trust score algorithm or review process.
this site is operated by a business or businesses owned by informa plc and all copyright resides with them. number 8860726. connectus wealth advisers, a division of focus financial partners, has acquired three wealth management firms in the past week—one in the united kingdom, one in massachusetts and one in australia. trident, which represents the second u.k.-based firm to join connectus’ shared services model, serves individuals and families throughout the u.k. on friday, the firm announced the acquisition of new england investment & retirement group (neirg), an ria in north andover, mass. the firm, which has about $766 million in assets under management, according to its latest form adv, serves high-net-worth families and individuals, trusts, estates, endowments and retirement plans. “this transaction is evidence of connectus’ continued strong momentum in the united states,” said rajini kodialam, co-founder and chief operating officer of focus, in a statement. since its launch in the fourth quarter 2020, connectus has acquired 12 firms, eight of which transactions occurred in 2021. focus launched connectus, its own in-house registered investment advisor, in december 2020, with the goal of building a group of ria founders and teams that want to focus on client relationships, while taking advantage of shared services and operations.
in february, connectus introduced a business development program for its partner firms. the excelerate program, which can be customized for firms in the u.k. and australia, is also available to all focus partner firms. unlike under the firm’s traditional model, firms don’t sell to connectus to receive financing. “it’s not a financing exercise,” he said. it’s a firm that just wants to get out of the business of running a firm. whereas the traditional focus offering is partnering with someone that’s still very much growth-minded and wants to run their own firm, but just needs some capital or take some chips off the table for whatever reason.” but he pointed out that connectus could now be in competition with focus’ partner firms, which often turn to focus to help facilitate subacquisitions. “with connectus they’ve made themselves a direct competitor with their partner firms for that type of deal.
boutique wealth management services, dedicated to your interests. our mission is to deliver personalized advice through a collaborative alliance of connectus wealth advisers | 295 followers on linkedin. boutique wealth management services, delivering personalized advice through a collaborative alliance connectus wealth, registered in 2020, serves 47 state(s) with a licensed staff of 27 advisors. connectus wealth manages $3.5 billion and provides investment, connectus group, connectus group, connectus group, llc, focus financial partners, atlas wealth.
focus announced monday that trident financial planning limited, a wealth management firm in berkshire, england, would be joining connectus. connectus wealth ( crd # 310912/sec#:801-119970 ). connectus wealth, northcoast asset management, horan capital management, connectus wealth, llc, connectus connectus is a global consortium of client-centric advisers that deliver comprehensive wealth management advice through access to expanded, focus financial partners reviews, focus financial partners buckingham, northcoast wealth management, focus financial investor relations, focus financial stock, focus financial acquisitions, focus financial orion, focus financial assets under management, focus financial partners lawsuit, focus family office.
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