Conrad Capital Management provides personalized investment advice and financial planning to individuals, pension plans, trusts, and corporations. Services include money management, concierge services, financial planning, selection of third-party managers, pension consulting, and seminars. Investment advice is tailored to client needs, considering their investment objectives, risk tolerance, and time horizon. Conrad Capital Management may recommend mutual funds, exchange-traded funds, equities, and other securities.
Fee Structure
Conrad Capital Management's fee for money management and concierge services is based on a percentage of the assets they manage, billed quarterly.
Here's the fee schedule for money management and concierge services:
- $100,000 - $999,999: 2.00% per year
- $1,000,000 - $1,999,999: 1.50% per year
- $2,000,000 - $4,999,999: 1.00% per year
- $5,000,000 - $7,499,999: 0.90% per year
- $7,500,000 - $9,999,999: 0.80% per year
- $10,000,000 and above: 0.75% per year
- Concierge Services: 0.10 - 0.25% per year (in addition to money management fee)
For portfolios primarily in fixed income, the fee schedule is:
- $250,000 - $999,999: 0.65% per year
- $1,000,000 - $4,999,999: 0.50% per year
- $5,000,000 - $9,999,999: 0.40% per year
- $10,000,000 and greater: Negotiable