Steven Pickard is a CFP-designated registered investment advisor at Carswell Investments, LLC, based in Daniel Island, SC, with 14 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 164 clients with $280M 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 | 0.95% |
| $5.0M - $15.0M | 0.80% |
| $15.0M - $25.0M | 0.60% |
| $25M+ | 0.60% |
Fees may be subject to negotiation based on the complexity of the client's financial affairs and other factors.
Fee Estimator
Location
245 Seven Farms Drive, Suite 300A, Daniel Island, SC, 29492
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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
Carswell Investments, LLC
State Registrations2 states
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