Conscious Capital Wealth Management, LLC

Conscious Capital Wealth Management, LLC, established in July 2013 in Connecticut, offers financial planning services known as Living Plans. Clients have the option to act on recommendations provided by Conscious Capital, with a focus on aligning investments with personal values. The firm also provides portfolio management services through model portfolios managed by third-party advisers or directly by Conscious Capital. Clients can request an advanced Living Plan for complex needs. The firm charges fixed fees ranging from $650 to $5,000 for Living Plans and asset-based fees for portfolio management, with a blended annual fee schedule based on total assets under management. Conscious Capital acts as a fiduciary for retirement accounts, ensuring clients receive prudent and loyal advice. The firm does not offer wrap fee programs and manages approximately $116,649,124 in discretionary assets. Clients have the option to connect accounts to a third-party platform for participant account management with discretion. Conscious Capital does not accept proxy voting authority for client securities and does not require prepayment of fees exceeding $1,200. The firm has not been subject to bankruptcy proceedings in the past ten years. For more information, clients can contact Conscious Capital directly.