CONSCIENT CAPITAL, LLC
Located in the heart of the financial district, CONSCIENT CAPITAL, LLC has been providing expert financial advice to clients for over 10 years. With a team of highly trained professionals, they are dedicated to helping individuals and businesses reach their financial goals with personalized strategies and comprehensive services.
How the Advisor Helps Clients – Key Takeaways:
The team at CONSCIENT CAPITAL, LLC offers a wide range of financial services to their clients, including investment management, retirement planning, tax planning, and estate planning. They work closely with each client to understand their unique financial situation and create a customized plan to help them achieve their goals.
Facts and Insights
Here are some key facts and insights about CONSCIENT CAPITAL, LLC:
- Assets Under Management: $100 million
- Number of Advisors: 5
- Time in Business: 10+ years
Financial Services Offered
The team at CONSCIENT CAPITAL, LLC offers a wide range of financial services to their clients, including:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Wealth Management
- Insurance Services
Client Types
CONSCIENT CAPITAL, LLC works with a diverse range of clients, including individuals, families, and businesses. They specialize in helping high net worth individuals and small business owners create and maintain successful financial plans.
Fees & Compensation
CONSCIENT CAPITAL, LLC operates on a fee-only basis, meaning they do not receive any commissions from selling financial products. This ensures that their clients receive unbiased advice and recommendations that are in their best interest. Fees are based on a percentage of assets under management, ensuring that the advisor’s interests are aligned with the client’s.
Background
The team at CONSCIENT CAPITAL, LLC has a wealth of experience and knowledge in the financial industry. They are all highly educated and hold various professional designations and licenses, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
It’s important to be aware of any potential biases or conflicts of interest when working with a financial advisor. CONSCIENT CAPITAL, LLC prides itself on transparency and always discloses any potential conflicts or compensation arrangements to their clients.
- The advisor may receive a referral fee from certain third-party services used in the financial planning process.
- The advisor may receive commissions from the sale of certain life insurance or annuity products.
- The advisor has no affiliation or ownership interest in any investment products recommended to clients.
At CONSCIENT CAPITAL, LLC, the client’s goals and best interests are always top priority. With their expert guidance and personalized services, clients can feel confident in their financial future.