Conservativemoney LLC manages investments using a strategy that combines technical, cyclical, and seasonal analysis. This involves actively trading assets based on historical price patterns and calendar trends. Conservativemoney may take long, short, or cash positions. They also offer consulting on retirement planning alternatives and Social Security distribution elections. Thomas P. Fayen, the principal owner, has over 30 years of experience in retirement-related topics.
Assets Under Management$15M
Clients25
Advisors1
Avg. per Client$600K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.70% |
| $500K+ | 0.50% |
Fees are negotiable. Custodian also charges a separate brokerage and clearing fee: first $500K: 0.2%, next $500K: 0.15%, over $500K: 0.10%. Flat fee billing option of 0.80%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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