Confluence Financial Partners offers wealth management services, including financial planning and investment management. Financial planning covers retirement, tax, estate, and education savings. Investment management is tailored to client needs and can include separately managed accounts or model portfolios. Confluence also offers insurance services through an affiliated entity. Confluence uses AI for real-time notetaking and project management.
Fee Structure
Confluence Financial Partners offers investment management services through separately managed accounts and a Compass Service. Fees for separately managed accounts range from 0.20% to 1.50% annually, including financial planning. Managed stock portfolios have an additional 0.25% active management fee. Third-party managers have additional fees ranging from 0.1% to 0.65%. The Compass Service has a 1.00% annual fee. A minimum annual fee of $1,000 applies to new clients if the household fee is less than that amount.