Adell, Harriman & Carpenter (AHC) is a fee-only advisor offering investment management to high-net-worth individuals and families. AHC creates tailored investment plans based on individual retirement, estate, tax, and liquidity goals. Financial counseling is available for retirement, estate, tax efficiency, college planning, cash management, charitable giving, company stock options, and insurance. AHC invests in domestic and international stocks, corporate and municipal bonds, and exchange traded funds.
Assets Under Management$1.8B
Clients781
Advisors6
Avg. per Client$2.2M
Avg. per Advisor$290M
Fee Structure
Minimum Investment:$1M
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees negotiable for amounts in excess of $5 Million. In certain cases, AHC has negotiated lower fees, such as with charitable organizations or family members.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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