How Does CONSCIOUS CAPITAL MANAGEMENT LLC Help Clients – Key Takeaways:
CONSCIOUS CAPITAL MANAGEMENT LLC is a leading financial advisory firm with a strong commitment towards helping clients achieve their financial goals. The firm provides a wide range of financial services to individuals, families, and businesses, and is dedicated to providing personalized and comprehensive solutions for each client’s unique needs.
Facts and Insights:
As of December 31, 2020, CONSCIOUS CAPITAL MANAGEMENT LLC had over $1 billion in assets under management, with a team of experienced and knowledgeable advisors to guide their clients towards financial success. The firm has been in the industry for over 15 years, providing consistent and reliable financial advice to their clients.
In addition to their impressive assets under management and years of experience, CONSCIOUS CAPITAL MANAGEMENT LLC has received recognition and accolades from various reputable publications and organizations, including being listed as one of the top advisory firms by Forbes and InvestmentNews.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2020 | $1,000 | 10 |
| 2019 | $900 | 9 |
| 2018 | $800 | 8 |
Financial Services Offered:
CONSCIOUS CAPITAL MANAGEMENT LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of the key services provided by the firm include:
- Investment management
- Retirement planning
- Tax planning and management
- Estate planning
- Insurance planning
- Education planning
Client Types:
CONSCIOUS CAPITAL MANAGEMENT LLC serves a diverse range of clients, including individuals, families, and businesses. The firm works closely with each client to understand their unique financial needs, goals, and risk tolerance, and develops customized solutions to help them achieve financial success.
Fees & Compensation:
CONSCIOUS CAPITAL MANAGEMENT LLC provides transparent fee schedules and compensation structures to their clients, ensuring complete clarity and understanding of the services provided. The firm charges a percentage of the assets under management as advisory fees, and may also receive commissions for certain products or services recommended to clients. To maintain objectivity, the firm operates as a fee-only advisor and does not receive any third-party compensation or incentives.
Background:
CONSCIOUS CAPITAL MANAGEMENT LLC was founded in 2005 with a vision to provide holistic and sustainable financial planning and management services to clients. The firm is led by a team of experienced and highly qualified advisors who have a deep understanding of the financial industry and are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a registered investment advisor, CONSCIOUS CAPITAL MANAGEMENT LLC is committed to maintaining transparency and compliance with all relevant laws and regulations. The firm discloses all potential conflicts of interest, fees and compensation structures, and any disciplinary actions or legal proceedings, ensuring complete transparency and trust with their clients.