Lindsay Guido is a CFP-designated registered investment advisor at Conifer Bay Capital LLC, based in Kildeer, IL, with 6 years of industry experience. Lindsay 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
Kildeer, IL
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Lindsay is a photographer selling stock photography online at iStock Photography since 2017. This activity requires minimal time and occurs during trading hours.
Employment History
Current Registrations
Conifer Bay Capital LLC
Previous Registrations
Changepath, LLC
Partnervest Advisory Services LLC
State Registrations1 state
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.