Assets Under Management
$30.0M
Number of Clients
155
Number of Advisors
1
Average Client AUM
$194K
AUM per Advisor
$30.0M
Compensation
Fee-Only (AUM)
Conscient Capital provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They assess client situations and construct plans to select suitable portfolios. The firm also offers financial planning services. They primarily invest in mutual funds, equities, bonds, ETFs, and REITs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable.
AZ, United States