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Conrad May

25 Years of Experience
Mt. Prospect, IL

Conrad May is a registered investment advisor at Conrad A. May, CPA, P.C., based in Mt. Prospect, IL, with 25 years of industry experience. Conrad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $93M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
11 clients
Average Client Portfolio
$8.4M average
Assets Under Management
$92.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Investment management fees are negotiable and range from 0.25% to 1% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Mt. Prospect, IL

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Conrad owns Conrad A. May, CPA, P.C., a CPA firm that performs accounting and tax services.

Employment History
Current Registrations
Conrad A. May, CPA, P.C.
September 2000 - Present · 25 yrs 8 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.
Conrad May - Financial Advisor | TrueAdvisor