Conservative Equity Investment Advisors is a research and investment management firm that builds and oversees customized stock portfolios based on each client's specific goals, time horizon, and risk tolerance. Conservative Equity Investment Advisors creates a personalized investment policy statement for every client and manages accounts with the authority to make trades without asking first. The firm relies on fundamental, qualitative, and quantitative analysis—including its proprietary database—to select publicly traded companies for long-term growth. Conservative Equity Investment Advisors primarily serves individuals, high-net-worth clients, and family trusts, though the firm is not accepting new investment management clients at this time.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Most assets under management are charged an annual fee of 1%, though a select few clients are charged a fixed fee. Fees are negotiable.