Michael Carey is a CFA-designated registered investment advisor at Carey Investment Solutions LLC, based in Philadelphia, PA, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 28 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
100 East Penn Square, Mindspace Suite 402, Philadelphia, PA, 19107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Carey Investment Solutions LLC
State Registrations1 state
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