Confide Financial Planning & Investments provides financial planning and investment management services. Confide works with clients to understand their financial goals, risk tolerance, and time horizon to create a personalized investment strategy. Confide constructs portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs). Financial planning services include net worth analysis, retirement planning, tax planning, and estate planning.
Assets Under Management$13M
Clients8
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$13M
www.linkedin.com/in/kristinjshort ·www.linkedin.com/company/confidefinancial ·www.confidefinancial.com
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.85% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.15% |
Minimum annual fee of $7,200 may apply. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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