Gregory Berry is a registered investment advisor at Conscious Capital Wealth Management, LLC, based in Boulder, CO, with 8 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 243 clients with $120M 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 $100K | 1.35% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.85% |
When Conscious Capital selects a model portfolio managed by a third-party investment adviser for a client account, then the client will be assessed an advisory fee for the third-party adviser in addition to the advisory fee charged by our firm. The fee charged by each third-party adviser varies but the total advisory fee charged to the client by our firm and the third-party adviser will generally not exceed 2% and will be specified in the advisory contract with each client.
Fee Estimator
Location
885 Arapahoe Ave, Boulder, CO, 80302
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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 →Other Business Activities
Gregory is a board director for The Clocktower Project, an advisor for Trailhead Capital, involved in business development for Conscious Alternative Asset Management, and a relationship manager for Bespoke Advisory. These activities involve providing advice, sales, client management, and investment strategy, taking about a quarter of Gregory's time overall.
Employment History
Current Registrations
Conscious Capital Wealth Management, LLC
Previous Registrations
Principium Investments LLC
State Registrations3 states
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