Kristin Carlin is a registered investment advisor at Fern Impact Advisors, LLC, based in Duluth, GA, with 12 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 5 clients with $1.4M 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 1.10% |
| $25.0M - $50.0M | 0.90% |
| $50.0M - $100.0M | 0.85% |
| $100M+ | 0.85% |
Fees may be negotiable at the Advisor's discretion for accounts over $100,000,000.
Fee Estimator
Location
3675 Crestwood Parkway, Suite 400, Duluth, GA, 30096
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristin is a co-founder and CIO of FERN Impact Partners, LLC, which manages a private investment partnership. She dedicates all of her time to firm-wide investment activities.
Employment History
Current Registrations
Fern Impact Advisors, LLC
State Registrations2 states
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