Confluence Investment Management provides portfolio management services to individuals, high net worth individuals, financial institutions, corporations, and other entities. Confluence offers both discretionary and non-discretionary advisory services, primarily through separately managed accounts and wrap account programs. Confluence's services are limited to portfolio management and do not include financial planning, wealth management, or tax advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1.0M | 0.55% |
| $1M+ | 0.50% |
Fee schedule is representative of fees for discretionary portfolio management and investment advisory services only and do not include transaction or execution costs incurred by the client. The fee schedule shown is for All Cap Value strategy. Other strategies have different fee schedules. Institutional account fees are negotiated. Direct accounts annual fees range from 0% to 1.00% of account assets.