Daniel Conway is a registered investment advisor at Conway Capital Management, INC., based in Burbank, CA, with 29 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 68 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.50% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees for portfolios above $25,000,000 are negotiable. Conway Capital Management may negotiate different fee arrangements or lower rates for family members and friends.
Fee Estimator
Location
3500 W. Olive Avenue, Suite 300, Burbank, CA, 91505
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Conway Capital Management, INC.
Previous Registrations
Citigroup Global Markets INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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