Conyers Capital Management manages investments for individuals, trusts, foundations, and retirement accounts. They focus on a "conservative growth" strategy, analyzing companies' products, management, and market value. Client portfolios are generally similar, but can be customized. Accounts are held at Charles Schwab & Co.
Assets Under Management$93M
Clients29
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$93M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
These rates apply to stocks and uninvested cash. Rates for bonds and money market funds are half of those listed above. Clients with over $20 million may negotiate performance-based fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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