Convey Wealth LLC provides wealth management, financial planning, and educational seminars. Wealth management includes investment management and financial planning tailored to individual client needs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Convey Wealth may recommend third-party professionals but receives no compensation from them.
Assets Under Management$45M
Clients60
Advisors1
Avg. per Client$750K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $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 $10,000,001. Financial planning is included with wealth management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...