Conservest Capital Advisors provides ongoing portfolio management services based on individual client goals, objectives, and risk tolerance. They create customized investment strategies and conduct extensive interviews to understand each client's unique situation. Conservest focuses on maintaining communication with clients and provides quarterly reports with in-depth analysis.
Assets Under Management$1.7B
Clients298
Advisors7
Avg. per Client$5.8M
Avg. per Advisor$250M
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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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