SC
SC
Shane Conway
3 Years of Experience
Greenville, SC
1 Disclosure
Shane Conway is a registered investment advisor at Modern Wealth Management, LLC, based in Greenville, SC, with 3 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
116 advisors
Number of Clients
6,716 clients
Average Client Portfolio
$916K average
Assets Under Management
$6.1B
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Greenville, SC
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Regulatory History (1)
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Criminal
September 2005Final Disposition
Employment History
Current Registrations
Modern Wealth Management, LLC
September 2025 - Present · 8 mos
Public Safety Financial/galloway
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, INC.Broker
August 2016 - October 2016 · 2 mos
Metlife Securities INC.Broker
December 2006 - April 2007 · 4 mos
Metropolitan Life Insurance CompanyBroker
December 2006 - April 2007 · 4 mos
State Registrations1 state
SC
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.