Conrad A. May, CPA, P.C. offers financial advisory services including identifying financial goals, preparing and updating financial plans, and determining suitable investments based on risk tolerance. All investment decisions require client approval. The firm also provides accounting and tax services.
Assets Under Management$93M
Clients11
Advisors1
Avg. per Client$8.4M
Avg. per Advisor$93M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment management fees are negotiable and range from 0.25% to 1% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...