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Conservativemoney LLC (Rocky River)


Conservativemoney LLC is an adviser based in Rocky River. It manages $18.9 million of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Ohio.

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Conservativemoney provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Conservativemoney: assets under management

The assets under management (AUM) of Conservativemoney LLC is $18.9 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $325.86 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Conservativemoney LLC for their services and products based on hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rocky River

The principal office where Conservativemoney LLC performs its advisory services is located at 20525 Center Ridge Road, Rocky River, OH 44116 3424, 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 216-251-2100 or by fax 216-712-6161. The normal business hours are 9:30am to 4pm on Monday - Friday. You can find more information about the New York firm at www.conservativemoney.com.


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