Carey Mcclure is a PFS-designated registered investment advisor at Forest Capital, based in Charlotte, NC, with 2 years of industry experience. Carey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 155 clients with $140M 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 | 0.80% |
| $1M+ | 0.60% |
Fees are negotiable. Fixed Income Bond Account fees: Up to $1,000,000: 0.60% per year, Greater than $1,000,000: 0.40% per year
Fee Estimator
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carey is the Chief Financial Officer of Carolina Brick & Materials, Inc/ Carolina Ready Mix, LLC, managing all financial aspects of the organization. This takes nearly all of Carey's time, including time during trading hours.
Employment History
Current Registrations
Forest Capital
Previous Registrations
Forest Capital
State Registrations1 state
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