JC

John Conway

2 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
77 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$124.2M

Fee Structure

Financial Planning:Included in AUM fee

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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information

Office location

438 S Murphy Ave, Sunnyvale, CA, 94086

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

John is a restaurant owner. This activity is not investment-related.

Employment History
Current Registrations
Conway Partners
November 2023 - Present · 2 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.