Conscious Capital provides financial planning, consulting, and investment management services. Financial planning covers business, cash flow, estate, employee benefits, investment, insurance, retirement, risk, charitable giving, distribution, and tax planning. Conscious Capital manages investments, often using mutual funds, ETFs, and individual securities. They may refer clients to third-party money managers. Services are tailored to individual client needs.
Assets Under Management$68M
Clients153
Advisors3
Avg. per Client$440K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee may be tiered at various asset levels. Conscious Capital may negotiate a different fee rate for certain client holdings, though it will not exceed the range set forth above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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