Conway Partners is a registered investment advisor that manages investment portfolios and provides financial planning and consulting services for individuals, families, trusts, and businesses. Conway Partners focuses on building diversified portfolios using exchange-traded funds and independent managers, following Modern Portfolio Theory. The firm helps clients with retirement planning, cash flow forecasting, tax planning, estate planning, insurance planning, and education planning. Conway Partners tailors its strategies to each client's risk tolerance, time horizon, and goals, and operates as a fee-only advisor, meaning they are compensated solely through fees paid directly by clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Annual fees range from 0.30% to 1.45% depending on portfolio size, composition, and services rendered. Fees are negotiable.