Rachel Conroy is a registered investment advisor at Archway Wealth Management, LLC, based in Kirkwood, MO, with 10 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 200 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Archway Wealth Management (AWM) charges an annual fee based on the value of your investments. This fee ranges from 0.25% to 2.00% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated quarterly, in advance, based on the market value of your investments on the last day of the previous quarter.
Location
10900 Manchester Rd, Suite 203, Kirkwood, MO, 63122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Archway Wealth Management, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations3 states
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