Carosa Stanton Asset Management provides investment management services to individuals, families, trusts, estates, and family businesses. They focus on tailoring investment advice to each client's needs, offering comprehensive investment supervisory services. Carosa Stanton invests in equity securities, corporate debt, municipal securities, mutual funds, and U.S. government securities. They also offer investment consulting services through their Independent Fiduciary Consultants division.
Assets Under Management$44M
Clients27
AdvisorsN/A
Avg. per Client$1.6M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.88% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.38% |
Fees may be negotiable. Minimum semi-annual fee is $2,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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