Convexity Wealth Management offers financial advisory services and portfolio management, using a risk-based diversification strategy. The firm primarily uses mutual funds and exchange-traded funds (ETFs) to construct client portfolios. Financial planning services are included to help clients achieve their long-term financial goals. The firm does not receive commissions from the sale of insurance, real estate, or securities.
Assets Under Management$50M
Clients90
Advisors2
Avg. per Client$560K
Avg. per Advisor$25M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The fee for general savings assets and post-tax retirement assets is 0.50%. The fee for pre-tax retirement assets is 0.315%, which is a discounted rate to account for future taxes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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