Bonnie Beth Belskis

Confluence Investment Management LLC

31 Years of Experience

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Firm Information

Confluence Investment Management LLC

Compensation

Fee-Only (AUM)

Number of Advisors

9 advisors

Number of Clients

16,135 clients

Average Client Portfolio

$449K average

Assets Under Management

$7.3B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	0.60%
$500K - $1.0M	0.55%
$1M+	0.50%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Confluence's fees are based on a percentage of the value of assets under management. Fees can be modified based on account size and service level. Confluence offers certain clients a lower fee schedule than other comparable clients. Fees are generally payable quarterly in advance, but certain sponsors and accounts are billed in arrears. Confluence personnel and family pay reduced (as low as zero) management fees.

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Areas of Practice

Investment ManagementHigh Net Worth

Advisor Information

Office location

Naperville, IL

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.