Conifer Bay Capital offers investment management and financial planning services. For investment management, they offer both discretionary and non-discretionary services, tailoring investment strategies to individual client goals and risk tolerance. Financial planning services cover a range of topics, including cash flow analysis, investment planning, tax planning, and retirement goals. Conifer Bay Capital does not sell commissioned products like annuities or insurance.
Assets Under Management$89M
Clients28
Advisors2
Avg. per Client$3.2M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.99% |
| $1.0M - $3.0M | 0.69% |
| $3.0M - $5.0M | 0.49% |
| $5M+ | 0.39% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. CBC may decide to charge the client a flat annual fee provided it does not exceed the fee schedule noted above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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