The Wealth Conservatory offers financial planning, consulting, wealth management, and educational workshops. They manage investment portfolios, primarily using mutual funds and exchange-traded funds (ETFs). They also provide advice on investments held in employer-sponsored retirement plans and 529 plans. The Wealth Conservatory tailors its services to individual client needs and objectives.
Assets Under Management$120M
Clients116
Advisors3
Avg. per Client$1M
Avg. per Advisor$39M
www.wealthconservatory.com ·www.linkedin.com/company/the-wealth-conservatory ·www.facebook.com/wealthconservatory
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.15% |
The Wealth Conservatory may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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