Conquis Financial provides investment management services on both a discretionary and non-discretionary basis, along with financial planning and consulting. Financial planning covers areas like retirement, education, and estate planning. Conquis may use independent managers to manage client assets and monitors their performance. Clients enter into a written agreement outlining the terms of the advisory relationship.
Fee Structure
Conquis Financial offers investment management services that include financial planning. The annual fee can be a fixed flat fee or a percentage of your total investments, or a combination of both. The percentage-based fee ranges up to 0.95% annually, charged quarterly in advance. The minimum quarterly fee for any engagement is $3,000.