Jamie Carroll
Jamie Carroll is a registered investment advisor at Ballast Rock Private Wealth, based in Charleston, SC, with 3 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 251 clients with $410M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. Older clients may have a different fee schedule.
Fee Estimator
Location
460 King Street, Suite 200, Charleston, SC, 29403
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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 →Other Business Activities
Jamie owns Swamp Rabbit Print, LLC, a design and print services company, and acts as its bookkeeper, dedicating a few hours per week. Jamie is also an independent consultant for Arbonne International, selling health and wellness products, which takes about a quarter of their time.
Employment History
Current Registrations
Ballast Rock Private Wealth
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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