Overview
- Headquarters
- Mcmurray, PA
- Total Firm Assets
- $7.8 billion
- Average High-Net-Worth Client Portfolio Size
- $3.3 million
- Stated Minimum Account Size
- $250,000
Recent Rankings
Forbes 2025: 148
Fee Disclosure
Source: CONFLUENCE PART 2A DISCLOSURE (2026-09-15) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | Up to 1.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $75,000 | 1.50% |
| $10 million | $150,000 | 1.50% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
Estimates use the disclosed maximum. Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 81.19%
- Number of High-Net-Worth Clients
- 1,910
- Total Client Accounts
- 14,993
- Discretionary Accounts
- 14,387
- Non-Discretionary Accounts
- 606
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 311980
- CONFLUENCE PART 2A DISCLOSURE (2026-09-15) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗