Conifer Bay Capital LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm builds customized investment portfolios based on each client's goals, time horizon, and risk tolerance, operating on either a discretionary or non-discretionary basis. In addition to managing investments, Conifer Bay Capital provides thorough financial planning covering cash flow analysis, tax planning, debt analysis, and retirement goals. The firm prides itself on being fee-based and does not sell commissioned products like insurance or annuities. Led by founder Benjamin Armstrong, Conifer Bay Capital focuses on personalized wealth management strategies tailored to each client's individual situation.
Fee Structure
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% |
Fees are negotiable. Household accounts may be combined for reduced rates. Conifer Bay Capital may charge a flat annual fee provided it does not exceed this schedule.