Conscient Capital, LLC
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)
About This Firm
Conscient Capital provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They assess each client's situation and construct a plan to aid in the selection of a suitable portfolio. The firm also offers financial planning services. They primarily invest in mutual funds, equities, bonds, ETFs, REITs, and government securities.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
The annual investment supervisory fees are based on the total assets under management. The fees are negotiable and paid monthly in arrears. Clients are also responsible for third-party fees such as custodial fees and brokerage commissions. Financial planning fees are fixed or hourly. The firm does not accept performance-based fees.
Areas of Practice
Location
AZ, United States