Conservativemoney LLC
Firm details
- Headquarters
- Cleveland, Ohio
- CRD number
- 121306
- Website
- www.conservativemoney.com
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS, NATIONWIDE SECURITIES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.65%
- Pension & Profit Sharing Plans9.85%
- Individuals9.25%
- Charitable Organizations2.24%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Conservativemoney LLC is a small, privately held limited liability company that provides portfolio management primarily for individuals and small businesses, while also working with some institutional clients. The firm is individually owned and charges clients via a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. It does not characterize itself as an ESG investor, is not registered as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1Thomas Fayen
Senior Portfolio ManagerCRD 1300334
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cleveland, OH
Cuyahoga
Location
Cleveland, OH
Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 1315 W 76th St
- Time zone
- ET (UTC-5)
- Office locations
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