Conklin Financial Management (CFM) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. CFM also offers financial planning services, including investment planning, retirement planning, and tax considerations, which are included with portfolio management. CFM primarily recommends mutual funds, but may also use fixed income securities, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$1.3M
Clients10
Advisors1
Avg. per Client$130K
Avg. per Advisor$1.3M
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Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $750K | 0.70% |
| $750K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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