Advisor at Confluence Investment Management LLC
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Firm
Confluence Investment Management LLC
Location
Saint Louis, MO 63119
Credentials
CFA®, Series 63
Industry experience
19 years
Mark Keller is a CFA® charterholder with 19 years of industry experience. He has been with Confluence Investment Management LLC since 2008. Keller serves on the board of directors of Benjamin Edwards, Inc., the holding company of Benjamin F. Edwards & Company. Confluence provides portfolio management services to a diverse client base including individuals, financial institutions, corporations, pension plans, and charitable organizations. The firm employs a team-based investment process combining fundamental equity analysis with macro and cyclical strategies, managing approximately $12.7 billion in assets across separately managed accounts, model portfolios, and investment company sub-advisory relationships.
Based on Confluence Investment Management LLC
Based on Confluence Investment Management LLC
$0 - $500,000: 0.60% to 1.00% annually (varies by strategy; e.g., AllCap Value 0.60%, SmallCap Value 1.00%) for Advisor Based accounts $500,000 - $1,000,000: 0.55% to 0.90% annually (varies by strategy) for Advisor Based accounts $1,000,000+: 0.50% to 0.75% annually (varies by strategy) for Advisor Based accounts $0 - $10,000,000: 0.75% to 1.00% annually (varies by strategy) for Institutional accounts $10,000,000 - $50,000,000: 0.38% to 0.60% annually (varies by strategy) for Institutional accounts $50,000,000+: 0.28% to 0.75% annually (varies by strategy) for Institutional accounts
Account minimum: $100,000 for Advisor Based accounts (with exceptions: $200,000 for Balanced accounts and $50,000 for Asset Allocation strategies), $5,000,000 for Institutional accounts Fee-only: Annual fees ranging from 0% to 1.00% of account assets for Direct Accounts.
20 Allen Avenue, Ste 300
Saint Louis, MO 63119
Missouri
Confluence Investment Management LLC
2008 - Present (18 years)
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