Carey Tremaine
Carey Tremaine is a registered investment advisor at LPL Financial LLC, based in Carnation, WA, with 45 years of industry experience. Carey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
4775 Tolt Avenue, Carnation, WA, 98014
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1983Other Business Activities
Carey operates under the DBA Tremaine Investment Group, Inc. since 2010. Carey also owns rental real estate through Carnation Station, LLC and Tolt Hall Associates, LLC, and provides consulting services to Sno-Valley Senior Center for minimal time each month.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Tremaine Investment Advisors, INC.
A. G. Edwards & Sons, INC.Broker
Piper Jaffray INC.Broker
Cosse' International Securities, INC.Broker
Harper, Mclean & CompanyBroker
State Registrations1 state
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.