Advisor at Confluence Investment Management LLC
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Firm
Confluence Investment Management LLC
Location
Beachwood, OH 44122
Credentials
Series 65
Industry experience
13 years
Matthew Sinkovitz is a financial advisor at Confluence Investment Management LLC with 13 years of industry experience. He has held his Series 65 designation and worked at Gratry & Company LLC for 16 years prior to joining Confluence in 2018. Confluence provides portfolio management services to individuals, including high-net-worth clients, as well as institutional and intermediary clients such as financial institutions, corporations, pension plans, and charitable organizations. The firm employs a team-based investment process combining fundamental equity analysis with macro and cyclical insights and manages approximately $12.7 billion in assets across a diverse client base.
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.
3201 Enterprise Parkway, Suite 495
Beachwood, OH 44122
Ohio
Confluence Investment Management LLC
2018 - Present (8 years)
Gratry & Company Llc
2002 - 2018 (16 years)
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