Conestoga Capital Advisors (CCA) provides investment management services to individuals, trusts, pension plans, banks, investment companies, and other business entities. CCA offers both discretionary and non-discretionary services, tailoring investment strategies to client objectives. CCA also provides an investment model service to institutional investment managers. CCA's investment approach is based on fundamental business and credit analysis.
Assets Under Management$8.8B
Clients247
Advisors7
Avg. per Client$35M
Avg. per Advisor$1.3B
www.conestogacapital.com ·www.linkedin.com/company/conestoga-capital-advi... ·www.conestogafunds.com
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees negotiable for accounts over $25,000,000. Separate fee arrangements may be negotiated with institutional clients. Fixed income and balanced portfolio fees are negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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