Conway Financial Group provides financial planning and investment implementation services, including assessing a client's financial condition, cash flow, goals, and risk tolerance. They also offer ongoing investment management services, either with or without discretionary trading authority. Conway Financial Group generally implements its investment strategy by allocating clients’ investable assets across a diversified risk-based portfolio of no-load mutual funds and/or exchange traded funds (“ETFs”), stocks, and bonds.
Fee Structure
Conway Financial Group provides ongoing investment management services for an annual flat fee. The fee is paid in three installments. While the fees can range up to $50,000 annually, Conway Financial Group generally imposes a minimum annual fee of $3,500.