Convergent Wealth Advisors Overview
The Overall Ranking is a score from 1 star (very bad) to 5 stars (excellent) generated based on the Company Reviews of current and former employees at this company, taking everything into account.
The number you see in the middle of the donut pie chart is the simple average of these scores. If you hover over the various sections of the donut, you will see the % breakdown of each score given.
The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few reviews). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire dataset.
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Company Details
Convergent Wealth Advisors provides investment planning, portfolio construction, alternative investment, concentrated wealth strategies, equity risk management, tax-advantaged investments, tax management strategy, and performance reporting services to banks, trust companies, and independent advisory firms. The firm was formerly known as Lydian Wealth Management and changed its name on May 1, 2007 as a result of acquisition by City National Corporation. Convergent Wealth Advisors was founded in 1994 and is based in Potomac, Maryland.
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