Carderock Capital Management provides investment management services to individuals, trusts, estates, pension plans, and charities. Carderock focuses on actively managing accounts balanced between stocks, bonds, and cash. Clients can specify securities they don't want to buy or sell. Carderock also offers custom consulting services on a project basis, such as reviewing unmanaged portfolios.
Assets Under Management$680M
Clients221
Advisors4
Avg. per Client$3.1M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
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. Lower fees are sometimes available depending on the size of the account, the fee schedule in use at the time the advisory relationship was formed, the nature of the portfolio, the nature of the client, or other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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