Kenny Conwell is a registered investment advisor at Capitalwize, LLC, based in Atlanta, GA, with 8 years of industry experience. Kenny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 45 clients with $1.4M 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 $250K | 0.99% |
| $250K - $1000K | 0.75% |
| $1000K+ | 0.75% |
Fees include the Betterment for Advisors platform fee of 0.20%. The annual fee may be negotiable for accounts over $1,000,000.
Fee Estimator
Location
1100 Peachtree St. Ne, Ste. 200, Atlanta, GA, 30309
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Kenny is the owner and insurance agent for CNK Companies & Co. He spends about a quarter of his time on marketing, consulting, and insurance sales, with less time spent during securities trading.
Employment History
Current Registrations
Capitalwize, LLC
State Registrations1 state
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