Clarence Carroll is a registered investment advisor at Attainable Wealth LLC, based in Enterprise, AL, with 10 years of industry experience. Clarence 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, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.99% |
| $1.0M - $4.0M | 0.85% |
| $4M+ | 0.50% |
Matson Money also receives fees of 0.50% per year on the average net assets of each series of the Matson Fund. The fee is negotiable based on the amount of assets and the Model Portfolio chosen.
Fee Estimator
Location
128 S Main St., Enterprise, AL, 36330
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 →Employment History
Current Registrations
Attainable Wealth LLC
Previous Registrations
Invest Wise LLC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.