Convexity Investments LLC offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. This includes creating an investment policy statement, asset allocation, and regular portfolio monitoring. They also offer financial planning services covering investments, insurance, taxes, retirement, education, and debt management. Convexity Investments primarily uses equities and ETFs for investments.
Assets Under Management$2.7M
Clients13
Advisors1
Avg. per Client$210K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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