$10.4M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
19 yrs Firm Age
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- Custodian
- Folio Investments · Goldman Sachs · Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-22-2006
- Office Locations
- 1
Office Locations
1315 W 76th Street Cleveland OH
About Conservativemoney LLC
Conservativemoney LLC is a Cleveland-based fiduciary offering retirement-focused asset management and income programs via model portfolios. The firm emphasizes active risk management—shifting from risk assets into short-term bonds and cash during sell-offs—using historical tendencies and price data rather than forecasts. For accredited clients, it offers a 4% hurdle rate that waives fees in years below 4% returns.
Team overview
-- AVG AGE
$10.4M AVG AUM / ADVISOR
$611.7K AVG AUM / CLIENT
19.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Element Legacy
Client Personas
Quantum catalyst
Investment Themes
Momentum Timber bridge Timber
Investment Vehicles
Vector
Platform
Signal momentum
Services
Frontier pioneer Signal Timber oak Value timber Delta
Owner & Executives
T
THOMAS PATRICK FAYEN
Chief Compliance Officer, Managing Member, Senior Portfolio Manager
- CRD
- #1300334
- Ownership
- 75% or more
(828) 385-3682
pioneer.harbor@radialcapital.com
in linkedin.com/in/ridge-harbor
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,113,494 | $325,862 |
| Non-Discretionary | $5,284,772 | -- |
| Total | $10,398,266 | $325,862 |
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Separately Managed Accounts
Total SMA Asset: $10,398,266
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,269,543,163 | 100.0% |
| Total | $2,269,543,163 | 100.0% |