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Lacy Redwine
1 Year of Experience
Wynnewood, PA
1 Disclosure
Lacy Redwine is a registered investment advisor at Conservest Capital Advisors INC, based in Wynnewood, PA, with 1 years of industry experience. Lacy 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
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
298 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$1.7B
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$20,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
257 E. Lancaster Avenue, Suite 205, Wynnewood, PA, 19096
Get directionsHistory
Regulatory History (1)
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Regulatory
January 2017Final
Employment History
Current Registrations
Conservest Capital Advisors INC
March 2025 - Present · 1 yr 1 mo
State Registrations1 state
PA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.