Jeffrey Conway is a registered investment advisor at Conway Partners, based in Honolulu, HI, with 3 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 77 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Conway Partners charges an annual fee based on the value of your portfolio. This fee ranges from 0.30% to 1.45% depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated monthly, in advance, based on the market value of your portfolio on the last day of the previous month.
Location
Honolulu, HI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is an Operations Manager at Stryker Corporation, a medical device company, helping with the integration of a startup. This activity takes about a quarter of his time and is not investment-related.
Employment History
Current Registrations
Conway Partners
State Registrations5 states
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