Confide Financial Planning & Investments is an independent registered investment advisor founded in 2023 and based in Thousand Oaks, California. The firm is legally required to act in your best interest and offers personalized financial planning and investment management services. Confide Financial Planning & Investments builds diversified portfolios using low-cost mutual funds and exchange-traded funds, tailored to your individual goals, risk tolerance, and time horizon. In addition to managing your investments, the firm provides comprehensive financial planning covering retirement, taxes, cash flow, insurance, estate planning, and student loans. Confide Financial Planning & Investments also offers project-based and hourly planning for clients who need help with specific financial topics, as well as retirement plan consulting for businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.85% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.15% |
Fees are negotiable. Subject to a minimum annual fee of $7,200. Comprehensive financial plan included at no additional fee.