Convey Wealth provides wealth management, investment management, and financial planning services to individuals, high net-worth individuals, and other clients. Convey Wealth builds personalized portfolios based on clients' goals, risk tolerance, and tax considerations, primarily utilizing stocks, bonds, mutual funds, exchange-traded funds, and government or municipal securities. When providing investment management, Convey Wealth operates with discretionary or non-discretionary authority. Financial planning is offered as an ongoing service or through project-based engagements, covering areas such as retirement planning, tax strategies, cash flow and debt management, estate planning, insurance review, college savings, and business planning. Convey Wealth includes financial planning at no additional fee for clients utilizing investment management services. Convey Wealth does not have a minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000. Financial planning is included at no additional fee for investment management clients.