Conscious Capital Wealth Management, LLC provides personalized financial planning, investment management, and consulting services. The firm offers standard and advanced financial planning, helping clients align their finances with their personal values and goals. For investment management, Conscious Capital constructs model portfolios directly or selects third-party managers, using a top-down and bottom-up analytical approach. The firm also offers specialized services such as managing retirement plan accounts held away from the primary custodian, insurance recommendations, and financial workshops. Conscious Capital tailors its strategies to individual client needs and risk tolerances.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.85% |
Third-party investment managers selected by the firm typically charge an additional fee around 0.50%. Fees are negotiable.