Convivia Financial provides non-discretionary asset management services, where they recommend securities but require your approval before any trades. They help determine your investment goals, risk tolerance, and time horizon to create a suitable investment strategy. Financial planning is included at no additional charge, covering topics like wills, estate plans, taxes, retirement income, and college planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2M+ | 1.00% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee. Financial planning services are offered at no additional charge.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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