Gregory Berry
Gregory Berry is a registered investment advisor at Conscious Capital Wealth Management, LLC, based in Boulder, CO, with 9 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 207 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.85% |
Third-party investment managers selected by the firm typically charge an additional fee around 0.50%. Fees are negotiable.
Fee Estimator
Location
885 Arapahoe Ave, Boulder, CO, 80302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gregory is a board director for The Clocktower Project, an advisor for Trailhead Capital, involved in business development for Conscious Alternative Asset Management, and a relationship manager for Bespoke Advisory. These activities involve providing advice, sales, client management, and investment strategy, taking about a quarter of Gregory's time overall.
Employment History
Current Registrations
Conscious Capital Wealth Management, LLC
Previous Registrations
Principium Investments LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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