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Benjamin Armstrong

Conifer Bay Capital LLC
16 Years of Experience
Winnetka, IL
View SEC Summary
View SEC Summary

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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 28 clients with $89M in assets under management.

Conifer Bay Capital LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
28 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$89.4M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.99%
$1.0M - $3.0M0.69%
$3.0M - $5.0M0.49%
$5M+0.39%

Fees are negotiable. Household accounts may be combined for reduced rates. Conifer Bay Capital may charge a flat annual fee provided it does not exceed this schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Winnetka, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

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
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
Rmb Capital Management
January 2012 - March 2017 · 5 yrs 2 mos
Fiduciary Asset Management INC.
July 2009 - January 2012 · 2 yrs 6 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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