Convey Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Convey Wealth LLC is a fee-only registered investment adviser that provides wealth management and portfolio management for individual clients, financial planning services, and educational seminars/speaking engagements. Its client base includes both non-high-net-worth and high-net-worth individuals as well as institutional clients, and it manages client assets on a discretionary basis.
The firm combines a portfolio-construction approach grounded in modern portfolio theory with a mix of passive and active strategies, and offers financial planning on both ongoing and project-based terms covering cash flow, retirement, tax, estate, and business planning topics. When appropriate, the firm recommends and assists clients in selecting third‑party outside managers and supports the onboarding and review process for those managers.
Distinctive aspects include the firm’s provision of public and organizational educational seminars, the explicit availability of fixed-fee ongoing planning and fixed/hourly project planning arrangements, and a stated practice of recommending outside managers without sharing in their advisory fees. These features are noted as less common among peer firms of this type and may be relevant to clients seeking integrated planning, manager selection assistance, and educational programming.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fixed fees range between $6,000 to $100,000; Educational seminars fees range from $0 to $10,000 per seminar
$250,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.70% $5,000,000 - $10,000,000: 0.50% $10,000,001 - Negotiable: Negotiable
Project-based financial planning hourly rate: $500 per hour
Ongoing financial planning subscription fee: $500 per month
Fee-only: Financial planning fees: Ongoing financial planning at $500 per month; Project-based planning fees range from $6,000 to $100,000 fixed fee or $500/hour hourly fee
Main office
4100 W. Alameda Ave, 300
Burbank CA 91505
Advisors at this office
1
Most active in
California · Massachusetts · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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