Assets Under Management
$192.1M
Number of Clients
45
Number of Advisors
3
Average Client AUM
$4.3M
AUM per Advisor
$64.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
The Wealth Conservancy, Inc. offers discretionary and non-discretionary investment advisory services, financial planning, and wealth coaching. They develop personalized investment policies and customize portfolios based on client objectives and circumstances. Their investment approach is long-term, with short-term tactical adjustments. They also offer consulting services and a Way into Wealth™ coaching program.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Discounts not available to our clients are offered to family members and friends of associated persons of our firm. The Wealth Conservancy, Inc. can negotiate agreed upon adjustment at its discretion.
2355 Canyon Blvd, Suite 204, Boulder, CO, 80302