The Wealth Conservatory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$117,386,664
Total clients
112
32% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
37
Average account size
$1,048,095
Client services
Fee options
Fixed fees for financial planning and consulting services generally up to $15,000.
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.50% annually (next $2,000,000) $3,000,001 - $5,000,000: 0.30% annually (next $2,000,000) $5,000,001+: 0.15% annually (above $5,000,000)
Up to $300 per hour for financial planning and consulting services.
Account minimum: No minimum account size required to become a client; however, there is a minimum fee amount depending on the membership level selected. Minimum fee: Minimum fee amount depends on membership level selected; specific amounts not stated. Fee-only: Firm offers fee-only services including hourly fees up to $300/hour and fixed fees up to $15,000 for financial planning and consulting.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
The Wealth Conservatory
29 School Street
Lebanon NH 03766, United States
Number of offices
4
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