Conifer Investments LTD
Assets Under Management
$465.8M
Number of Clients
43
Number of Advisors
1
Avg. Portfolio per Client
$10.8M
Avg. Managed per Advisor
$465.8M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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.
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. Minimum annual fee of $3,000.
Fee Estimator
Areas of Practice
Location
65 Lasalle Road, Suite 402, West Hartford, CT, 06107