Advisor at Conway Asset Management, Inc.
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Firm
Conway Asset Management, Inc.
Location
Grosse Pointe Farms, MI 48236-3773
Credentials
Series 63, Series 65
Industry experience
10 years
John Conway is the principal advisor at Conway Asset Management, Inc. in Grosse Pointe Farms, MI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Conway Asset Management since 1988. Conway Asset Management is an independent, state-registered advisory firm that provides discretionary portfolio management and limited hourly investment counseling to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental investment approach focused on companies with strong growth and conservative balance sheets, managing accounts across equities, inflation hedges, fixed income, and cash equivalents.
Based on Conway Asset Management, Inc.
$0 - $1,000,000: 0.2500% Quarterly $1,000,001 - $3,000,000: 0.2125% Quarterly $3,000,001 - $5,000,000: 0.1875% Quarterly $5,000,001 - $10,000,000: 0.1625% Quarterly $10,000,001+: 0.1250% Quarterly
$250 per hour for investment counseling services
Account minimum: $250,000 for a balanced account and $100,000 for an equity-only account Fee-only: Hourly consulting services at $250 per hour for investment counseling only accounts
21 Kercheval Ave., Suite 390
Grosse Pointe Farms, MI 48236-3773
Michigan
Conway Asset Management, Inc.
1988 - Present (38 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
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Real estate agent
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Other specialized services
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