Carey Tafelsky
Carey Tafelsky is a CFP-designated registered investment advisor at Old Mission Investment Company, LLC, based in Traverse City, MI, with 11 years of industry experience. Carey 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 982 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Old Mission Investment Company charges a fee based on the value of your portfolio, ranging from 0.25% to 1.75% annually. The exact fee is negotiable depending on the size and complexity of your account. Fees are charged quarterly in advance. If you keep a substantial amount of cash in a money market account, Old Mission may make accommodations to keep those assets in a non-fee account.
Location
880 Munson Avenue, Suite B, Traverse City, MI, 49686
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carey serves on the investment committee of Old Mission Trust Company. Her services include trust administration, investment management, tax management, and other related fiduciary services.
Employment History
Current Registrations
Old Mission Investment Company, LLC
State Registrations1 state
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