Conway Capital Management offers investment management services to high-net-worth individuals, trusts, pension and profit-sharing plans, and other legal entities. Conway manages investments with discretion, following client objectives and guidelines. Assets are invested in equities, fixed income, ETFs, and mutual funds. Clients can place reasonable restrictions on Conway's investment discretion.
Assets Under Management$210M
Clients68
Advisors1
Avg. per Client$3.1M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees negotiable above $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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