Carderock Capital Management is an independent registered investment advisor founded in 1986 and based in Chevy Chase, Maryland. Carderock primarily provides active investment management for client accounts balanced between stocks, bonds, and cash reserves. The firm builds customized investment plans based on each client's long-term objectives and constraints, constructing portfolios using common stocks and corporate, government, and municipal bonds. Carderock continuously supervises and rebalances portfolios according to market conditions and client needs. In addition to direct account management, Carderock provides investment supervisory services through other financial intermediaries such as accountants, lawyers, and financial planners. The firm also offers custom consulting services on a project basis, including portfolio reviews and estate valuations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.70% |
Fees are often subject to negotiation depending on account size, portfolio type, or other factors.