Carroll, Frank & Plotkin, LLC offers financial planning and portfolio advisory services. They assist clients in selecting suitable investments based on their goals and situation. They also offer access to third-party investment advisors for mutual fund wrap and separately managed account programs. Carroll, Frank & Plotkin, LLC helps clients with tax and cash flow planning, investment planning, retirement planning, insurance planning, estate planning, and education expense planning.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for amounts over $1 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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