Brian Convery
Brian Convery is a CFA-designated registered investment advisor at Boyd Watterson Asset Management, LLC, based in Cleveland, OH, with 14 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing. Their firm serves 1,102 clients with $19B 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 | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.65% |
| $100M+ | 0.55% |
Rates shown are for non-institutional and international equity portfolios. Institutional fixed income, institutional equity, and non-institutional fixed income schedules also apply depending on the strategy.
Fee Estimator
Location
1301 East 9th Street, Suite 2900, Cleveland, OH, 44114-3179
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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
Boyd Watterson Asset Management, LLC
State Registrations1 state
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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