Conifer Investments offers investment advice to individuals, families, trusts, and endowments. This includes reviewing your financial situation, setting investment goals, and creating an investment plan. Conifer uses various investments like individual stocks, exchange traded funds (ETFs), mutual funds, private investment funds, and separately managed accounts. They may also offer advice on wealth transfer, taxes, trusts, and estate planning, working with other professionals.
Assets Under Management$470M
Clients43
Advisors1
Avg. per Client$11M
Avg. per Advisor$470M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...