Brian Carolan is a CFA-designated registered investment advisor at Cmh Wealth Management, LLC, based in Portsmouth, NH, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 326 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Accounts are subject to a minimum annual investment management fee of $8,000. Fees, account minimums and payment terms are negotiable in certain circumstances.
Fee Estimator
Location
100 Market Street, Suite 201, Portsmouth, NH, 03801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian is the treasurer for Boy Scouts of America - Daniel Webster Council Troop 158, dedicating minimal time. He also serves as a board member and treasurer for Seacoast Mental Health Center, spending minimal time reviewing financials, investments, and retirement plans.
Employment History
Current Registrations
Cmh Wealth Management, LLC
Previous Registrations
Columbia Management Advisors, INC.
Fleet Investment Advisors INC.
State Registrations1 state
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