Bruce Kardon is a registered investment advisor at Conservest Capital Advisors INC, based in Wynnewood, PA, with 32 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 298 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $7.0M | 0.50% |
| $7.0M - $107.0M | 0.45% |
| $107M+ | 0.45% |
Fees may be negotiable. A $20,000 minimum annual fee applies.
Fee Estimator
Location
257 East Lancaster Avenue, Suite 205, Wynnewood, PA, 19096
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Conservest Capital Advisors INC
State Registrations2 states
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