Conexus Capital Management is an investment management firm specializing in services for high-net-worth individuals, families, trusts, and estates. Conexus offers investment and wealth management, financial planning, and consulting services. They work with clients to understand their financial condition, investment objectives, and risk tolerance to determine the best portfolio for their needs. Conexus also provides advice on legacy positions and other investments held in client portfolios.
Assets Under Management$61M
Clients26
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.65% |
Fees may be negotiable. Firm also offers fixed annual fees ranging from $20,000 to $100,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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