Conceptum Strategies offers investment advice and portfolio management, financial planning, retirement planning, and tax-efficient investment strategies. They also offer educational seminars and workshops. Conceptum Strategies operates on a fee-only basis, meaning they don't earn commissions or sell products. They can manage client assets with or without prior approval for each transaction.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees may be negotiable based on account size and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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