Adell, Harriman & Carpenter is an independent registered investment advisor founded in 1995 and owned by its five principals. The firm specializes in delivering personalized investment management services tailored to the retirement, estate, tax, and liquidity goals of high-net-worth individuals and their families, as well as trusts, estates, and corporate entities. Adell, Harriman & Carpenter primarily invests client assets on a discretionary basis in individual stocks, bonds, and exchange-traded funds, while also offering financial counseling covering retirement planning, tax efficiency, estate planning, college savings, cash management, charitable giving, and insurance. The firm manages billions in client assets and follows a disciplined, team-based investment approach through its investment committee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.75% |
| $6.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
Fees for amounts over $15 million are negotiable. Lower fees may be negotiated for charitable organizations or family members.