John Callen
John Callen is a CFA-designated registered investment advisor at Convergence Investment Partners, LLC, based in Palm Beach Gardens, FL, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 355 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Convergence Investment Partners' investment management fees vary based on the client and strategy, typically based on the value of your portfolio. Fees range up to 0.50% per year, except for the Long/Short Equity Strategy, which can be up to 0.95% per year. Some clients in the Active Tax Management Strategy pay fees according to a tiered schedule. Fees are paid quarterly.
Location
3801 Pga Blvd., Suite 1001, Palm Beach Gardens, FL, 33410-2757
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the sole member of WoodHill Asset Management LLC, a firm that formerly provided investment management services. WoodHill now provides consulting services and product reviews to investment-related businesses, taking minimal time.
Employment History
Current Registrations
Convergence Investment Partners, LLC
Previous Registrations
Woodhill Asset Management LLC
Cleary Gull Advisors INC.
M&i Investment Management CORP.
State Registrations1 state
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