Jeffrey Conway is a registered investment advisor at Conway Partners, based in Incline Village, NV, with 3 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 81 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Annual fees range from 0.30% to 1.45% depending on portfolio size, composition, and services rendered. Fees are negotiable.
Fee Estimator
Location
Incline Village, NV
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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 →Other Business Activities
Jeffrey is an Operations Manager at Stryker Corporation, a medical device company, helping with the integration of a startup. This activity takes about a quarter of his time and is not investment-related.
Employment History
Current Registrations
Conway Partners
State Registrations5 states
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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