Conscious Wealth Investments, LLC
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About
Conscious Wealth Investments provides discretionary and non‑discretionary wealth management and financial planning to individuals, high‑net‑worth clients, families, trusts, estates, and small businesses. The firm typically works with relationships at or above a $500,000 minimum and delivers portfolio management alongside standalone or integrated financial planning engagements.
The Adviser describes a primarily long‑term investment approach that uses both fundamental and technical analysis to construct customized portfolios of individual equities, ETFs, bonds and, where appropriate, mutual funds, REITs, closed‑end funds, private equity and other alternatives. The brochure specifically notes the use of options contracts (and discusses the attendant risks) and describes portfolio construction, rebalancing, and share‑class selection to manage costs and tax considerations.
Noteworthy distinctions include the firm’s willingness to include derivative strategies and investments that involve leverage: the disclosure discusses options and also identifies closed‑end funds and alternative vehicles that typically employ borrowing or leverage. Conscious Wealth Investments also highlights philanthropic planning expertise (the chief investment officer holds a Chartered Advisor in Philanthropy designation) and an institutional platform relationship with Raymond James that provides research, technology and other support to the Adviser.
Client services
Expertise
Fee options
Fixed fee financial planning engagements negotiated based on expected hours
up to 1.00% annually (tiered rates are negotiable and reduced as assets increase)
Up to $575 per hour for financial planning services
Account minimum: $500,000 Fee-only: Hourly fees up to $575 per hour; Fixed fee engagements negotiated based on expected hours
Main office
See office901 Bernina, Apt 2
Atlanta GA 30307
Advisors at this office
3
Offices (2)
Most active in
California · Florida · Georgia · Idaho · Louisiana · Texas
Also doing business as
Conscious Wealth Investing, LLC · Conscious Wealth Investments, LLC · Conscious Wealth® Management · Hattan Group LLC · Hatton Group LLC · Hatton Investments · Hatton Investments LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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