Carderock Capital Management, INC.
Assets Under Management
$665.9M
Number of Clients
221
Number of Advisors
4
Avg. Portfolio per Client
$3.0M
Avg. Managed per Advisor
$166.5M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Carderock Capital Management provides investment management services to clients directly and through financial advisors. Carderock focuses on actively managing accounts balanced between stocks, bonds, and cash. They develop customized investment plans and continuously supervise and re-optimize portfolios. Carderock also offers custom consulting services on a project basis.
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. 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
Areas of Practice
Location
2 Wisconsin Circle, Suite 600, Chevy Chase, MD, 20815-7020