Financial Connections Group, Inc.

Financial Connections Group, Inc. is an SEC registered investment adviser established in 1994, based in Larkspur, CA. Specializing in fee-only financial planning and investment management, the firm serves individual investors, couples, trusts, and small businesses. Acting as fiduciaries, they prioritize clients' interests, offering customized portfolios with a minimum investment of $400,000 and digital investment management with a minimum of $10,000. The firm employs fundamental analysis for investment decisions and a global core-satellite approach for portfolio design. They offer socially responsible investing options and emphasize asset allocation for long-term success. Clients have investment discretion under a discretionary account agreement. Fees are charged annually based on assets under management, with financial planning services available on an hourly or ongoing basis. The firm does not engage in performance-based fees or side-by-side management. They do not vote client proxies and do not provide tax preparation services. Financial Connections Group, Inc. has no disciplinary history, affiliations with financial entities, or bankruptcy petitions in the past 10 years, ensuring financial stability and client commitment.