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Caroline Hajost
10 Years of Experience
Atlanta, GA
1 Disclosure
Caroline Hajost is a registered investment advisor at Builder Investment Group, based in Atlanta, GA, with 10 years of industry experience. Caroline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 178 clients with $840M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
178 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$837.8M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts in excess of $10,000,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4401 Northside Pkwy Nw, Suite 520, Atlanta, GA, 30327
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
March 2024Employment History
Current Registrations
Builder Investment Group
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - April 2024 · 5 yrs 9 mos
Strategic Advisers LLC
January 2017 - July 2018 · 1 yr 6 mos
Fidelity Brokerage Services LLCBroker
September 2015 - April 2024 · 8 yrs 7 mos
State Registrations1 state
GA
Advisor
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Exams
No exam information available for this advisor.