Conceptual Investment Advisors, Inc.
Conceptual Investment Advisors, Inc. (CRD# 109724) is a financial advisory firm headquartered in Appleton, WI. They manage $1,833,147 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts16ACCOUNTS
Average Account Value$114,572
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops