Convergent Wealth Management, LLC
Convergent Wealth Management, LLC (CRD# 153714) is a financial advisory firm headquartered in Chesterfield, MO. They manage $60,385,818 in 227 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management60MILLION
Total Number of Accounts227ACCOUNTS
Average Account Value$266,017
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, MO, TX
John Stobbs (CRD# 1655891) is an Investment Advisor Representative working at Convergent Wealth Management, LLC in Chesterfield, MO and has over 13 years of experience in the finance industry.