Conway Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, and businesses. They manage investment portfolios using exchange-traded funds and independent investment managers, tailoring their services to meet individual client needs. Conway Partners also offers retirement plan consulting services to qualified employee benefit plans.
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.