Our Services

At Consultiveo, we specialize in providing a comprehensive range of investment services tailored to meet the unique needs of our clients. Our team of seasoned professionals brings decades of combined experience to help you navigate the complex world of investing with confidence. Whether you’re a novice investor or a seasoned pro, our services aim to empower you to achieve your financial goals.

1. Investment Strategy Development

Developing a solid investment strategy is crucial for achieving long-term financial success. At Consultiveo, we work closely with you to create a personalized investment plan based on your financial goals, risk tolerance, and time horizon.

Price: Starting at $500

2. Portfolio Management

Our portfolio management services are designed to optimize your investment returns while mitigating risks. We continuously monitor and adjust your portfolio to ensure it aligns with market trends and your specific investment objectives.

Price: Monthly fees start at $200, plus a management fee of 1% of assets under management.

3. Financial Planning

A comprehensive financial plan is essential for successful investing. Our financial planning services include retirement planning, tax strategies, estate planning, and more. We assess your current financial situation and develop a strategic plan to help you achieve your desired outcomes.

Price: Starting at $1,000

4. Retirement Planning

Preparing for retirement involves careful planning and investment strategies. Our retirement planning services focus on maximizing your retirement savings and creating a sustainable income stream for your golden years. We analyze your current retirement assets and help you choose the right investment vehicles.

Price: Starting at $750

5. Investment Advisory Services

For clients who prefer a more hands-on approach, our investment advisory services provide you with direct access to our expert advisors. You’ll receive customized investment recommendations and ongoing support to help you make informed decisions.

Price: $150 per hour or retainer of $1,500 monthly.

6. Risk Assessment and Management

Understanding and managing investment risk is vital for every investor. We conduct thorough risk assessments to identify potential vulnerabilities in your investment portfolio and recommend strategies to mitigate those risks.

Price: $400 for a comprehensive risk assessment report.

7. Market Research and Analysis

Stay ahead of market trends with our in-depth market research and analysis services. We provide essential insights into emerging markets, sectors, and investment opportunities, equipping you with the knowledge you need to make strategic decisions.

Price: $300 per report or $2,500 for a monthly subscription.

8. Wealth Management

Our wealth management services are designed for high-net-worth individuals and families. We provide personalized service that encompasses investment management, estate planning, tax strategies, and other financial services to preserve and grow your wealth.

Price: Management fee of 1% on assets under management, with a minimum requirement of $500,000 AUM.

9. ESG and Impact Investing

For clients interested in socially responsible investing, we offer ESG (Environmental, Social, and Governance) and impact investing strategies. We help you align your investments with your personal values while pursuing financial returns.

Price: Starting at $600 for portfolio alignment and reporting.

10. Education and Workshops

Knowledge is power when it comes to investing. We offer various educational programs and workshops on investing basics, advanced investment strategies, portfolio management, and more. These sessions are designed to enhance your understanding of the financial markets.

Price: $200 for individual workshops; $1,500 for a corporate training package.

11. Tax Efficiency Consulting

Effective tax strategies can significantly impact your investment returns. Our tax efficiency consulting services help you minimize tax liabilities and maximize after-tax gains through careful analysis and planning.

Price: Starting at $800 for individual tax strategy sessions.

12. Audit and Compliance Services

Ensure your investment strategies remain compliant with regulations through our audit and compliance services. We perform comprehensive reviews and assessments to help you adhere to industry regulations while safeguarding your investments.

Price: $1,000 for a complete compliance audit.

Invest with Confidence

At Consultiveo, our mission is to provide you with tools, strategies, and guidance to achieve your financial dreams. With a wealth of experience and a commitment to excellence, we are dedicated to helping you navigate the investment landscape efficiently.

Contact Us

Ready to take the next step in your investing journey? Reach out to us today to learn how our services can be tailored to your financial aspirations. We look forward to partnering with you!