Conscious Investment Services provides ongoing portfolio management based on your goals and risk tolerance. They also offer pension consulting services for employee benefit plans. Financial planning covers investments, insurance, taxes, retirement, college, and debt. They also use a third-party platform to manage held away assets such as defined contribution plan participant accounts, with discretion.
Assets Under Management$5.3M
Clients45
Advisors1
Avg. per Client$120K
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable. Firm also offers participant account management through a third-party platform (Pontera) with the following fees: - **Up to $999,999**: 1.75% per year - **$1,000,000 and up**: 1.50% per year
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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