Convergence Financial offers investment management and financial planning services. Investment strategies are tailored to each client's financial goals and risk tolerance. They offer wealth management services through wrap fee and non-wrap fee programs. Financial planning is included as part of investment management or available separately. They also offer retirement plan consulting services.
Fee Structure
Convergence Financial charges an annual fee based on a percentage of the value of your investments. This fee covers ongoing analysis, consultations, portfolio construction, trading, rebalancing, account monitoring, market updates, and other communications. The fee is negotiable and typically does not exceed 1.5% annually. Some accounts may have additional platform fees.