Connemara's Fee-Based Financial Planning

At client preference, Connemara operates on a flat fee or on an hourly, as needed basis. The firm is a fee-only financial services firm. It does not accept commissions or referral fees of any kind nor does it participate in any form of revenue sharing. Most investment advising and consulting sessions are conducted on a flat, fixed fee basis. The world is increasingly flat and highly competitive. Financial consulting fees should be flat and competitive, too. For more information on typical ranges of investment services fees, please see the firm's ADV Part II on this site's "about" page.

Connemara does not have asset minimums nor does it charge ongoing fees based upon a percentage of assets under management. It is not in the business of gathering assets. The financial consulting firm is dedicated exclusively to providing comprehensive investment planning, advisory, and administrative services. It is not a sales organization. Ongoing investment management fees are most appropriately charged only by a very few highly skilled and truly gifted individuals and firms. These "superinvestors" have demonstrated an uncommon ability to manage client assets directly, on a continuous and ongoing basis, with outstanding financial results over time.

Whether a client is an established family of considerable means or a busy and growing dual income executive or professional household, Connemara's mission is to deliver exceptional financial planning service on a sensible and economical basis. Connemara's experience is that many high income families in the Maryland (MD), Washington, DC and Virginia (VA) area are extremely busy. They simply do not have time to review or to properly monitor and coordinate their banking, credit, brokerage, insurance, or investment management and trust account relationships. They would also benefit greatly by having an independent, objective investment fiduciary available to coordinate their tax and financial legal work as well.

Other individuals and families simply do not have sufficient training or interest to oversee their finances in a meaningful way. They too would benefit from having someone with a broad background in both law as well as finance and investing review and monitor their various investment accounts and holdings. Whether on a weekly, monthly, or quarterly basis, Connemara works with its clients to provide the financial analysis and oversight they need. Connemara educates its clients in the process, often saving them considerable time, money, and stress. For many families, staying organized and well-informed is an ongoing challenge. Connemara assists these families as well as their advisors, leading to better financial service and investment outcomes. Clients pay only for what they need, and not for high overhead or extraneous financial services.

For exceptionally wealthy individuals and families, Connemara can provide a compelling alternative. To guard against undue influence and to preserve its sworn independence, Connemara engages in no sales of any financial products whatsoever. Of particular note, Connemara does not require any account minimums or assets under management nor does it levy significant and often unjustifiable ongoing fees based upon a percentage of investable assets or assets under management.

Connemara offers a refreshing choice. True independence. True value. A true fiduciary.

If you are interested in our fee-based financial services and are located in Maryland (MD), Washington, DC or Virginia (VA), contact Connemara Family Office Management today to schedule a consultation!