Patricia Conway is a CFP-designated registered investment advisor at Conway Financial Group, LLC, based in Chesterfield, MO, with 20 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 84 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Conway Financial Group provides ongoing investment management services for an annual flat fee. The fee is paid in three installments. While the fees can range up to $50,000 annually, Conway Financial Group generally imposes a minimum annual fee of $3,500.
Contact
Patricia Conway
Location
390 South Woods Mill Road, Suite 175, Chesterfield, MO, 63017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Conway Financial Group, LLC
State Registrations2 states
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