Convergent Financial Group works with clients in collaborative relationships, charging a fee based on the value of your portfolio. They provide investment management, which may include financial planning. They design an asset allocation, determine specific investment changes, trade, and monitor investments. Financial planning services range from broad-based to single-subject planning, helping clients achieve their financial goals.
Fee Structure
Convergent Financial Group's investment management fees range from 0.50% to 1.50% of the value of your portfolio. The exact fee depends on your specific agreement with the firm. Fees are paid monthly, in advance, and are prorated for partial months or additional deposits. Charles Schwab is the recommended custodian.