Carolyn Paldino is a registered investment advisor at Conifer Investments LTD, based in West Hartford, CT, with 31 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43 clients with $470M 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 $500K | 1.00% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees negotiable over $5 million.
Fee Estimator
Location
61 South Main Street, West Hartford, CT, 06107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Conifer Investments LTD
State Registrations1 state
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