Zachery Kuntz is a registered investment advisor at Conscious Capital, based in Scarborough, ME, with 4 years of industry experience. Zachery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 153 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee may be tiered at various asset levels. Conscious Capital may negotiate a different fee rate for certain client holdings, though it will not exceed the range set forth above.
Fee Estimator
Location
Scarborough, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachery works as a Human Resources Manager at PepsiCo, dedicating a full-time commitment to HR transformation projects. This activity occurs during securities trading hours.
Employment History
Current Registrations
Conscious Capital
State Registrations3 states
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