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How does the advisor help clients – Key Takeaways:
In addition to providing expert financial advice, CONSCIOUS INVESTMENT SERVICES, LLC also offers personalized investment management services to help clients achieve their financial goals. Their discerning financial strategies prioritize sustainability and social responsibility.
Facts and Insights
The following are key insights and statistics about CONSCIOUS INVESTMENT SERVICES, LLC:
- Founded in 2015 with a team of 10 advisors
- Assets Under Management: $1 billion
- Time in Business: 6 years
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | 6 years |
Financial Services Offered
CONSCIOUS INVESTMENT SERVICES, LLC offers a range of financial services, including:
- Asset management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types
CONSCIOUS INVESTMENT SERVICES, LLC caters to a diverse range of clients, including:
- Individuals
- Families
- Non-profit organizations
- Businesses
- Corporations
Fees & Compensation
CONSCIOUS INVESTMENT SERVICES, LLC charges a percentage of assets under management as their fee. Their rates are competitive and transparent, with no hidden fees or commissions.
Background
CONSCIOUS INVESTMENT SERVICES, LLC was founded in 2015 by a team of experienced financial advisors who were passionate about helping clients invest their money in a conscious and responsible manner. Their approach to financial planning is guided by their belief in the power of sustainable and socially responsible investing.
Financial Advisor Disclosures to Know
As a registered investment advisor, CONSCIOUS INVESTMENT SERVICES, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients at all times. They have no conflicts of interest and fully disclose all fees and potential risks to clients.