SC

Shane Christopher Conway

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
106 advisors
Number of Clients
6,716 clients
Average Client Portfolio
$916K average
Assets Under Management
$6.1B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1000K1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10M+0.55%

Fees are negotiable and may be lower than the standard schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$2,500 - $10,000

MWM charges an annual fee based on a percentage of assets under management, as detailed in the fee table. These fees are negotiable and may be lower than the standard schedule. Clients may also be charged a negotiated annual flat fee rate. Financial planning fees range from $2,500 to $10,000 for clients who decline investment management services. Third-Party Money Manager fees may be in addition to MWM's fees, typically ranging from 0 to 100 basis points annually.

Areas of Practice
Investment ManagementTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningRetirement Planning
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Advisor Information

Office location

Greenville, SC

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Regulatory History (1)
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Criminal
September 2005
Final Disposition
Employment History
Current Registrations
Modern Wealth Management, LLC
September 2025 - Present · 4 mos
Public Safety Financial/galloway
April 2023 - Present · 2 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, INC. Broker
August 2016 - October 2016 · 2 mos
Metlife Securities INC.Broker
December 2006 - April 2007 · 4 mos
Metropolitan Life Insurance CompanyBroker
December 2006 - April 2007 · 4 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.