Convert Financial Services offers investment advice to individuals, high net worth individuals, and small businesses in Michigan. Convert provides financial planning services to assess clients' current and future financial needs, developing detailed plans to help reach their financial goals. Convert also offers non-discretionary portfolio management services, assisting clients in creating a portfolio that aligns with their goals, objectives, and risk tolerance.
Assets Under Management$1.5M
Clients20
Advisors1
Avg. per Client$73K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:$1K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$120
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 4.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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