Conscient Capital, LLC

Fee-Only (% of Portfolio)

Conscient Capital provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. Led by Richard C. Goldman, Conscient Capital builds custom investment portfolios typically consisting of mutual funds, equities, bonds, exchange-traded funds, real estate investment trusts, and government securities. Conscient Capital uses fundamental analysis, long-term and short-term trading strategies, margin transactions, and options writing to pursue total returns and manage risk. Clients grant Conscient Capital the authority to make trades without asking first. The firm also assists with financial planning as part of its supervisory services.

Assets Under Management$30M
Clients155
Advisors1
Avg. per Client$190K
Avg. per Advisor$30M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $2.0M1.50%
$2M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Conscient Capital, LLC - Fees, AUM & Advisors | TrueAdvisor