Benjamin Armstrong is a CFA-designated registered investment advisor at Conifer Bay Capital LLC, based in Winnetka, IL, with 16 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 28 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.99% |
| $1.0M - $3.0M | 0.69% |
| $3.0M - $5.0M | 0.49% |
| $5M+ | 0.39% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. CBC may decide to charge the client a flat annual fee provided it does not exceed the fee schedule noted above.
Fee Estimator
Location
Winnetka, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is a part owner and manager of Belgravia Partners LLC, a family-owned LLC, since 2007. He spends minimal time on investment analysis, portfolio construction, performance review, and communication with other family member investors.
Employment History
Current Registrations
Conifer Bay Capital LLC
Previous Registrations
Rmb Capital Management
Fiduciary Asset Management INC.
State Registrations1 state
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