Kerrie Carden is a CFP-designated registered investment advisor at Equip, LLC, based in Baltimore, MD, with 1 years of industry experience. Kerrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 12 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.75% |
| $100K - $500K | 0.75% |
| $500K - $1000K | 0.85% |
| $1M+ | 1.00% |
Fees are negotiable. If EQUIP utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Contact
Kerrie Carden
Location
1014 W 36th St, Baltimore, MD, 21211
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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
Equip, LLC
State Registrations1 state
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