The Wealth Conservancy, INC.
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
About This Firm
The Wealth Conservancy, Inc. provides discretionary and non-discretionary investment advisory services, financial planning, and wealth coaching. They develop personalized investment policies and customize portfolios based on client objectives, risk tolerance, and liquidity needs. The firm's investment approach focuses on long-term strategies with short-term tactical adjustments.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Minimum quarterly fee of $10,000. Fees are negotiable.
Fee Estimator
For investment management, new clients can choose between asset-based or flat fees. The standard asset-based fee is 1.00% on the first $2,000,000, 0.75% on the next $1,000,000 (between $2,000,000 and $3,000,000), and 0.50% on amounts over $3,000,000. There is a minimum quarterly fee of $10,000. Fees are negotiable and can be different from the standard schedule. Financial planning fees are determined case-by-case as a fixed fee, ranging from $1,000 to $50,000 for project-based work.
Areas of Practice
Location
2355 Canyon Blvd, Suite 204, Boulder, CO, 80302