Confiance Financial offers wealth management services, including investment management and financial planning, to individuals and high net worth individuals. For investment management, Confiance Financial creates a portfolio strategy based on the client's goals, risk tolerance, and financial situation, primarily using low-cost, diversified mutual funds and exchange-traded funds (ETFs). Financial planning services are offered in three tiers, covering budgeting, savings, retirement planning, insurance analysis, tax coordination, estate planning, and complex investment strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All Clients will be charged a minimum annual fee of $5,000. The Advisor’s total fee will not exceed 2.00% of the Client’s assets under management. Fees may be negotiable at the sole discretion of the Advisor.