Candent Capital offers wealth management, which combines financial planning and investment management, and financial consulting for clients who want financial planning advice but manage their own investments. Candent builds personalized financial plans and investment strategies customized to client needs, favoring long-term strategies emphasizing diversification, low cost, and tax efficiency.
Assets Under Management$18M
Clients16
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.35% |
| $5M+ | 0.25% |
Minimum quarterly fee: $1,200
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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