Conley Capital Group provides investment advice, financial planning, and asset allocation tailored to each client's needs. The firm offers guidance on a wide range of investments, including stocks, bonds, government securities, mutual funds, variable annuities, insurance, and real estate investments. Conley Capital Group may also refer clients to third-party money managers for specialized services. The firm primarily earns compensation through commissions from selling securities and insurance products, as well as charging hourly fees for advisory and administrative services. President Gary Conley operates as a registered representative through a separate broker-dealer to facilitate commission-based trades. Conley Capital Group works with individuals, including high-net-worth clients, trusts, and estates.
Fee Structure
- Hourly advisory services — $250 per hour for general advisory work
- Administrative services — $90 per hour