Who is ConCap®
ConCap®, short for Conscious Capital, is a wealth management firm for those dreamers and visionaries who want to reach their point of financial independence and retire early. We are bold, practical, and forging a path to financial freedom for all those we work with. The tools we give our clients are the same tools we used to build success through years of intense saving and investing. At ConCap®, we are creating an intentional future, together.
We Do Things Differently Here
Traditional doesn’t mean best. Instead of investing the usual 10% of your income, we encourage you to invest up to 30 - 50%. At ConCap®, we know money and we understand the market. We’ll help you invest both wisely, so you can achieve financial freedom at a much younger age than you thought possible.
Ready To Chart Your Course to Financial Freedom?
With our help, the money you invest today can lead to financial freedom and security sooner than you believe.
The ConCap® Process
Your Goals
We assess your income and assets to determine how much you’ll need to set aside to reach and maintain financial freedom.
Your Conscience
We are committed to investing in companies that are ethical in how they treat employees and the environment. See our Conscious Investing Policy.
Your Time
We engage in quarterly meetings to analyze your spending and savings and to help ensure your earnings and investments are on track.
Your Freedom
We automate the investment process to help ensure your earnings and make your financial freedom simpler than ever.
The ConCap® method isn’t right for everyone. Find out if it’s perfect for you.
Success is within your reach. Our methods, continuous guidance and expertise set you up to live fearlessly.
Pricing
Financial Planning Fee
$1,800
FEE IS PAID HALF UPFRONT AND
HALF UPON COMPLETION.
Asset Management Fees
ASSETS
$100K<
2% PER YEAR
ASSETS
$100K - $1M
1% PER YEAR
ASSETS
<$1M
0.8% PER YEAR
Each new client is required a comprehensive financial plan, which in addition to investment planning, includes estate planning, tax planning, and insurance planning along with a budget analysis that tracks income and expenses for the first 12 months.
Management fees are debited quarterly in arrears. Example: A $500,000 account would have a management fee of 0.25% every 3 months. A $70,000 account would have a management fee of 0.5% every 3 months.
Pricing
Financial Planning Fee
FEE IS PAID HALF UPFRONT AND HALF UPON COMPLETION.
Each new client is required a comprehensive financial plan, which in addition to investment planning, includes estate planning, tax planning, and insurance planning along with a budget analysis that tracks income and expenses for the first 12 months.
Asset Management Fees
ASSETs
>$100K
2% PER YEAR
ASSETs
$100K - $1M
1% PER YEAR
ASSETS UNDER
<$1M
0.8% PER YEAR
Management fees are debited quarterly in arrears. Example: A $500,000 account would have a management fee of 0.25% every 3 months. A $70,000 account would have a management fee of 0.5% every 3 months.