Confluent Asset Management offers investment management services where they make investment decisions for you based on your goals and risk tolerance. They also offer financial planning services, which include evaluating your current and future financial situation to predict cash flow, asset values, and withdrawal plans. They also offer 401k consulting services to individual participants.
Assets Under Management$3.5M
Clients24
Advisors2
Avg. per Client$150K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:$75K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.65% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.00% |
Fees are negotiable. Sector Rotation and Global Tactical Asset Allocation Models (exchange traded fund only models) are charged a flat 1% annual fee on all assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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