Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Conway Partners charges an annual fee based on assets under management, ranging from 0.30% to 1.45%. The fee is prorated and charged monthly in advance. Fees may be negotiable for certain client holdings. Clients also incur charges from third parties like broker-dealers and custodians. Retirement plan consulting fees are fixed and project-based.
Areas of Practice
Advisor Information
Office location
Honolulu, HI
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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.