Carl Gardiner is a CFA-designated registered investment advisor at Bitterroot Capital Advisors LLC, based in Bozeman, MT, with 5 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 19 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bitterroot Capital charges an annual retainer fee for its services, which covers both investment management and financial planning. The retainer fee is $200,000 unless waived by Bitterroot Capital. The firm considers factors such as the value and nature of client assets, and whether discretionary or non-discretionary services are provided when negotiating the annual retainer.
Location
118 East Main Street, Bozeman, MT, 59715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bitterroot Capital Advisors LLC
Previous Registrations
Constancy Investors LLC
State Registrations1 state
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