Shane Christopher Conway

3 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth

Modern Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

106 advisors

Number of Clients

6,716 clients

Average Client Portfolio

$916K average

Assets Under Management

$6.1B

Fee Structure

Minimum Investment:$250K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	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 may be negotiated and may be lower than the rates noted in the standard fee schedule.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Greenville, SC

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History

Regulatory History (1)

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Criminal

September 2005

Final Disposition

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Employment History

Current Registrations

Modern Wealth Management, LLC

September 2025 - Present · 5 mos

Public Safety Financial/galloway

April 2023 - Present · 2 yrs 10 mos

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

Advisor

Exams

No exam information available for this advisor.