Conservest Capital Advisors Inc is a large advisory firm based in Wynnewood. It manages $1.08 billion of regulatory assets for 230 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Connecticut, and 8 other states.
Conservest Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Conservest Capital Advisors Inc is $1.08 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 235% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Conservest Capital Advisors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Bruce Eugene Kardon is high net worth individuals with 155 clients and $1.01 billion of assets under management. Among the 7 most similar advisory firms, Conservest Capital Advisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.07 billion for 220 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Conservest Capital Advisors doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Bruce Eugene Kardon has been acting as President since 1 Jun 1993. Patrick Andrew Chism joined the executive team most recently as the Chief Compliance Officer.
The principal office where Conservest Capital Advisors Inc performs its advisory services is located at 257 E. Lancaster Avenue, Wynnewood, PA 19096, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-642-9588 or by fax 610-642-9599. The normal business hours are 9am-5pm on Monday - Friday.