MC
MC

Michael Carrier

27 Years of Experience
Highlands, NC

Michael Carrier is a registered investment advisor at Michael S. Carrier & Associates, INC., based in Highlands, NC, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 100 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
100 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$100.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.00%
$1M+0.50%

Fees are negotiable and determined based on the size of the account, the relationship with the client, the years that the client has been a customer, and the complexity involved with managing the clients’ assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Highlands, NC

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Michael S. Carrier & Associates, INC.
November 1998 - Present · 27 yrs 6 mos
State Registrations3 states
FLGANC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.