CONSERVATIVEMONEY LLC

Overview

Conservativemoney LLC is a small, owner-operated advisory firm focused on portfolio management for individuals and small businesses. The firm deploys a fee model that includes a percentage-of-AUM component alongside hourly and fixed fees, giving flexibility for both ongoing advisory relationships and one-off engagements. The filing shows the firm is not an active ESG investor, is not registered as a multi-state adviser, and is not operating as a capital allocator or pension consultant. Investment activity centers on pooled public funds — mutual funds and similar vehicles — which the adviser uses as the primary building block for client portfolios. The firm also allocates to select alternative strategies, including hedge funds and real estate, and uses annuities where appropriate to address income or balance-sheet objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices