Brian Carroll is a CFA-designated registered investment advisor at Berman Mcaleer, based in Timonium, MD, with 1 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 649 clients with $1.8B 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 $2.5M | 1.00% |
| $2.5M - $7.5M | 0.75% |
| $7.5M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.30% |
| $25M+ | 0.20% |
A supplemental fee of 0.40% will be added for clients onboarded after January 1, 2025 with total assets under management less than our $1,500,000 minimum. This can be waived in the sole discretion of BMc. 529 plans and Fidelity Charitable asset accounts are charged 0.50% annually for an asset management fee regardless of the size of the account(s) or other portfolio assets. BMc also has an alternative tiered fee schedule with a starting point of 1.22% that was applied to legacy clients.
Fee Estimator
Location
9690 Deereco Road, Suite 800, Timonium, MD, 21093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Berman Mcaleer
State Registrations1 state
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