Conservation Capital, LLC offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client to guide investment selection. Conservation Capital requests authority to make trades without asking for permission each time. They primarily use mutual funds, ETFs, and other securities to diversify portfolios.
Assets Under Management$8.6M
Clients7
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$8.6M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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