Carolyn Weldon is a registered investment advisor at Bull Harbor Capital LLC., based in Bethesda, MD, with 5 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 912 clients with $340M 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 | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD, 20814
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carolyn is a sole proprietor insurance agent and executive assistant, dedicating full-time hours to this role. She also owns apartment rental properties, spending minimal time on this non-investment related activity, and is a council member at Walker Cancer Center and a board member at Flower Memorial Library, spending a few hours per week on each.
Employment History
Current Registrations
Bull Harbor Capital LLC.
Previous Registrations
Weldon and Weldon Financial Coaching
State Registrations1 state
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