Conkin Financial Group provides investment management, financial planning, and consulting services for business retirement plans. Investment management is offered on both a discretionary and non-discretionary basis. Financial planning covers various aspects, including retirement, tax, and estate planning. Conkin Financial Group tailors its services to each client's needs, considering their financial situation, goals, and risk tolerance.
Assets Under Management$47M
Clients142
Advisors1
Avg. per Client$330K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable. No fee is charged for non-discretionary accounts held on the custodian platform.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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