Conscious Wealth Investments offers wealth management and financial planning services. They work with individuals, high net worth individuals, families, trusts, estates, and small businesses. They create customized investment strategies using equities, ETFs, and bonds, and may also use mutual funds, options, private equity, REITs, and other investments. Financial planning services cover investment planning, retirement planning, personal savings, education savings, and insurance needs. Conscious Wealth Investments may refer clients to other specialists like accountants or attorneys.
Fee Structure
Conscious Wealth Investments charges a fee based on the value of your portfolio. The fee can range up to 1.00% annually, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with the firm. The fee is paid quarterly, in advance. Fees may be negotiable.