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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable.