Sophia Kann is a CFP-designated registered investment advisor at Confluence Financial Partners, based in Grove City, PA, with 2 years of industry experience. Sophia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 3 more. Their firm serves 5,044 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Confluence Financial Partners offers investment management services through separately managed accounts and a Compass Service. Fees for separately managed accounts range from 0.20% to 1.50% annually, including financial planning. Managed stock portfolios have an additional 0.25% active management fee. Third-party managers have additional fees ranging from 0.1% to 0.65%. The Compass Service has a 1.00% annual fee. A minimum annual fee of $1,000 applies to new clients if the household fee is less than that amount.
Location
115 Erie Street, Grove City, PA, 16127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Confluence Financial Partners
State Registrations1 state
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