S Conway Consulting, LLC offers financial planning and investment advice to individuals and small businesses. Their services include comprehensive financial plans, assistance with rollovers, and college savings advice. They manage investment accounts on a discretionary basis, recommending asset allocations based on client goals and risk profiles. S Conway Consulting uses a fee-only structure, charging fixed fees, hourly rates, or a percentage of assets under management.
Assets Under Management$5.8M
Clients32
Advisors1
Avg. per Client$180K
Avg. per Advisor$5.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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