Confidence Wealth Management, LLC

Confidence Wealth Management, LLC is an SEC-registered investment adviser founded in July 2002 by Rem Oculee. The firm offers investment supervisory services, including discretionary and non-discretionary portfolio management, estate planning strategies, and generational wealth transfer. Clients have the option to grant discretionary authority to CWM for investment decisions. CWM may also recommend third-party advisers for portfolio management services. The firm utilizes various investment strategies, such as charting analysis, fundamental analysis, and technical analysis, tailored to individual client objectives. CWM charges fees based on a percentage of assets under management, with different fee schedules for different asset levels. The firm does not accept performance-based fees or engage in side-by-side management. CWM has a fiduciary duty to act in the best interests of its clients and discloses any potential conflicts of interest, such as affiliations with insurance agencies. The firm does not have a minimum account size requirement and provides both discretionary and non-discretionary advisory services. Clients receive regular account reports and have the option to impose restrictions on their investments. CWM does not have custody of client assets but has the authority to debit fees directly from client accounts. The firm has established a Code of Ethics and safeguards to ensure compliance with regulatory requirements. Confidence