Confidant Financial Solutions provides customized investment advice and financial planning. The firm analyzes your financial situation, goals, and risk tolerance to determine a suitable asset allocation, often using model portfolios. They offer ongoing management of your investments, making adjustments as needed. Financial planning services cover areas like taxes, retirement, estate planning, and investments. Confidant Financial Solutions primarily uses exchange traded funds but may also include mutual funds, stocks, and bonds.
Assets Under Management$42M
Clients83
Advisors1
Avg. per Client$500K
Avg. per Advisor$42M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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