Carmel Capital Partners is a registered investment advisor based in San Diego, California, offering continuous investment management services for separately managed accounts and private investment funds. Carmel Capital Partners builds customized or model-driven portfolios using fundamental analysis, with strategies that can incorporate equities, fixed income, options, and alternative investments. The firm emphasizes capital preservation and positive absolute returns, tailoring its advisory approach to each client's individual risk tolerance and financial objectives. While primarily focused on portfolio management, Carmel Capital Partners may provide limited financial planning services as part of its standard investment advisory fee upon request. The firm serves high-net-worth individuals, pension and profit-sharing plans, trusts, estates, corporations, and private funds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range between 0.60% and 1.50% based on account type and complexity. Fees are negotiable under certain circumstances.