Conscious Capital Wealth Management provides financial planning and investment management services. Financial planning, called a Living Plan, considers your financial needs, goals, and personal values. For investment management, Conscious Capital either selects model portfolios managed by other firms or directly manages investments in securities. Consulting services are also available for specific financial matters. Seminars and newsletters are offered on financial and life topics.
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.