Conscious Capital Wealth Management, LLC
Assets Under Management
$121.9M
Number of Clients
243
Number of Advisors
3
Average Client AUM
$502K
AUM per Advisor
$40.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Conscious Capital Wealth Management provides financial planning (Living Plans), portfolio management (including model portfolios), and financial consulting services. They tailor advice to individual client needs, considering financial status, values, and goals. They also offer seminars, newsletters, and insurance services.
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% |
When our firm 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.
Fee Estimator
Fees vary based on the services provided. Standard Living Plans range from $650 to $5,000. Advanced Living Plans are billed at the standard plan fee plus an hourly rate of $500 to $650 per hour. Portfolio management fees are asset-based (see table). Consulting fees are either fixed or hourly ($500-$650/hour). Clients may incur additional fees from fund managers or custodians. Fees are negotiable.
Areas of Practice
Location
601 S. Harbour Blvd, Suite 109, Tampa, FL, 33602