Conway Asset Management is an investment advisory firm that creates tailored portfolios based on your goals and risk tolerance. They monitor your investments and make adjustments as needed. They also offer investment counseling on an hourly basis, which includes reviewing your current investments and recommending changes.
Assets Under Management$35M
Clients21
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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