Conway Partners
Assets Under Management
$124.2M
Number of Clients
77
Number of Advisors
2
Average Client AUM
$1.6M
AUM per Advisor
$62.1M
Compensation
Fee-Only (AUM)
About This Firm
Conway Partners provides financial planning, consulting, and wealth management services, including discretionary and non-discretionary investment management. They primarily use ETFs and independent managers. The firm tailors services to individual client needs, considering risk tolerance, time horizon, and liquidity constraints. They also offer retirement plan consulting to qualified employee benefit plans.
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
Location
27 West 20th Street, Ste 704, New York, NY, 10011