Advisor at Confluence Investment Management LLC
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Firm
Confluence Investment Management LLC
Location
Winnetka, IL
Credentials
Series 63, Series 65
Industry experience
24 years
Michael Purcell is a financial advisor at Confluence Investment Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Manning & Napier Advisors and Spouting Rock Asset Management. He is also a member of Jupiter Management LLC, a family business. Confluence provides portfolio management services to individuals, institutional clients, and intermediaries through a team-based investment approach that combines fundamental equity analysis with macro and cyclical strategies, managing approximately $12.7 billion in assets.
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.
Winnetka, IL
Illinois
Confluence Investment Management LLC
2018 - Present (8 years)
UNEMPLOYED
2018 - 2018 (1 year)
Spouting Rock Asset Management
2017 - 2018 (1 year)
MANNING & NAPIER ADVISORS, llc
2014 - 2017 (3 years)
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