Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fee Estimator
Conscious Capital charges fixed fees ($650 to $5,000) for standard Living Plans, and an hourly rate ($500 to $650) for advanced Living Plans, in addition to the standard plan fee. Portfolio management fees are asset-based, with rates varying depending on whether Conscious Capital directly manages the account and the selected strategy. When a third-party investment adviser manages a model portfolio, the client will be assessed an advisory fee for the third-party adviser in addition to the advisory fee charged by Conscious Capital, but the total advisory fee will generally not exceed 2%. Consulting fees are either fixed or hourly ($500 to $650 per hour).
Areas of Practice
Advisor Information
Office location
885 Arapahoe Ave, Boulder, CO, 80302
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gregory is a board director for The Clocktower Project, an advisor for Trailhead Capital, involved in business development for Conscious Alternative Asset Management, and a relationship manager for Bespoke Advisory. These activities involve providing advice, sales, client management, and investment strategy, taking about a quarter of Gregory's time overall.