Convergent Capital Partners (CCP) offers customized investment advisory solutions through personal contact and discretionary investment management. CCP's investment approach is value-focused and opportunistic, primarily using exchange-listed securities, but may also use options. CCP works with clients to determine their financial situation, risk tolerance, and investment objectives. CCP does not take custody of client funds.
Assets Under Management$15M
Clients10
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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