Confidence Wealth Management provides personalized investment management, retirement planning, and financial planning services to individuals, high-net-worth individuals, trusts, estates, and retirement plans. Confidence Wealth Management uses proprietary model portfolios, exchange-traded funds, mutual funds, and individual securities to build diversified portfolios tailored to each client's goals and risk tolerance. The firm also offers retirement plan consulting for employers and comprehensive financial planning covering tax reduction strategies, estate planning, and generational wealth transfer. Confidence Wealth Management can manage accounts on a discretionary basis, where the firm makes investment decisions without prior consultation, or on a non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.75% |
Applies to managed accounts using proprietary models, third-party advisors, or sub-advisers. Managed accounts not using these strategies are charged a flat 0.50% fee. Fees are negotiable.