Conservative Wealth Management offers investment management services, creating tailored portfolios of stocks, bonds, ETFs, and mutual funds. They analyze clients' financial situations, goals, and objectives to design suitable portfolios, which are reviewed at least quarterly and rebalanced as needed. The firm also provides general recommendations for financial activities and may refer clients to other specialists.
Assets Under Management$360M
Clients68
Advisors1
Avg. per Client$5.3M
Avg. per Advisor$360M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.88% |
Maximum annual fee charged will not exceed 0.88%, depending on the scope and complexity of the portfolio. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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