Advisor at Confluence Investment Management LLC
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Firm
Confluence Investment Management LLC
Location
Webster Groves, MO 63119
Credentials
Series 63, Series 65
Industry experience
21 years
Michael Kelnosky is a financial advisor at Confluence Investment Management LLC with 21 years of industry experience. He has held roles at Tortoise Credit Strategies, LLC and Bradford & Marzec LLC prior to joining Confluence in 2020, following a one-year sabbatical. He holds Series 63 and Series 65 licenses. 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 perspectives, managing approximately $12.7 billion in aggregate assets across separately managed accounts, model portfolios, and registered 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, Suite 300
Webster Groves, MO 63119
Illinois
Confluence Investment Mangagement LLC
2020 - Present (6 years)
Sabatical
2020 - 2020 (1 year)
Tortoise Credit Strategies, LLC
2016 - 2020 (4 years)
Bradford & Marzec Llc
2010 - 2016 (6 years)
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