CONFIANCE, LLC offers continuous investment advice and manages investments based on individual client needs. They manage accounts on a discretionary basis, guided by client objectives like growth or income. Financial planning is included for investment clients and also offered separately for a fee. As of December 31, 2025, CONFIANCE, LLC is no longer accepting new clients.
Assets Under Management$31M
Clients60
Advisors1
Avg. per Client$520K
Avg. per Advisor$31M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.90% |
Fees negotiable for accounts over $2,000,000. Minimum annual fee of $1,500.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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