Convergence Wealth Partners (CWP) offers investment advice and financial planning to individuals and high net worth individuals. CWP helps clients with investment objectives, asset allocation, and written investment strategies. CWP also provides financial planning consulting services including risk assessment, estate planning, and financial organization. Investment advice is tailored to meet client needs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.25% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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