Carlisle Wysong is a CFA-designated registered investment advisor at Chalk Creek Partners, LLC, based in Fort Worth, TX, with 6 years of industry experience. Carlisle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable on a client-by-client basis. Incentive fees may also apply for certain managed accounts with a minimum of $1,000,000 of assets under management.
Fee Estimator
Location
Fort Worth, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Chalk Creek Partners, LLC
State Registrations2 states
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