Confido Capital, LLC offers asset management services focused on publicly traded investments and alternative investments. For standard asset management, they provide ongoing supervision of brokerage accounts. For alternative investments, they offer access to third-party platforms and direct relationships with private fund managers. Confido Capital also manages a private fund, the Confido Multi-Asset Premium Fund, LP.
Assets Under Management$10M
Clients1
Advisors1
Avg. per Client$10M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Lower fees may be charged for fixed income-only management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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