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How does the advisor help clients – Key Takeaways:
CONVEXITY WEALTH MANAGEMENT, LLC is a financial advisory firm that specializes in helping clients manage their wealth and achieve their financial goals. With a team of experienced and knowledgeable advisors, CONVEXITY offers a wide range of services and caters to various types of clients.
Facts and Insights
CONVEXITY WEALTH MANAGEMENT, LLC has been in business for over 20 years, providing financial planning and investment management services. As of 2021, the firm manages approximately $500 million in assets for their clients. With a team of 10 advisors, CONVEXITY is able to provide personalized and strategic financial advice to their clients.
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2021 | $500 | 10 |
Financial Services Offered
CONVEXITY WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services to cater to the diverse needs of their clients. These services include financial planning, investment management, retirement planning, tax planning, risk management, estate planning, and more. The firm also provides guidance on alternative investments, such as private equity and hedge funds, for clients looking to diversify their portfolios.
Client Types
CONVEXITY WEALTH MANAGEMENT, LLC works with a variety of clients, including high net worth individuals, families, and businesses. The firm has a deep understanding of the complex financial needs of each client type and tailors their services accordingly. Their clients come from a range of industries, including healthcare, technology, real estate, and more.
Fees & Compensation
CONVEXITY WEALTH MANAGEMENT, LLC charges a percentage of assets under management as their fee, with the rate depending on the size of the client’s portfolio. This fee structure aligns the firm’s interests with those of their clients, as the advisor’s compensation is tied to the performance of the client’s assets. The firm also offers financial planning services on a fee-only basis, where clients pay a flat fee for the advice and services they receive.
Background
The team at CONVEXITY WEALTH MANAGEMENT, LLC has years of experience and expertise in the financial industry. They pride themselves on building long-lasting relationships with their clients and helping them achieve their financial goals. The firm is committed to staying up-to-date with industry trends and constantly evolving to meet the changing needs of their clients.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to be aware of any potential conflicts of interest or past disciplinary actions. As a registered investment advisor, CONVEXITY WEALTH MANAGEMENT, LLC is legally required to disclose any disclosures on their Form ADV. As of 2021, there have been no disciplinary actions against the firm or its advisors.