Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1.0M | 0.55% |
| $1M+ | 0.50% |
Fee Estimator
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.
Areas of Practice
Advisor Information
Office location
20 Allen Avenue, Ste 300, Saint Louis, MO, 63119
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
David is the sole owner of Miyazaki Enterprises, LLC, a company that develops consumer products. This activity is not investment-related.