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The fee is billed in advance, is negotiable and has a $20,000 annual minimum.","source":"ADV PART II, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Conservest Capital Advisors use?","answer":"Conservest Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.52B and National Financial Services LLC (Boston, MA), with $358M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Conservest Capital Advisors have?","answer":"Conservest Capital Advisors has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Conservest Capital Advisors invest in?","answer":"At the end of its last fiscal year, Conservest Capital Advisors’ separately managed accounts held 88% registered funds (mutual funds, ETFs, BDCs), 3% state and local bonds, 3% cash and equivalents, 2% exchange-traded equities, 2% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% other. 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