Carmel Capital Partners offers investment management services tailored to clients' needs. They meet with clients to determine investment objectives and risk tolerance, then develop a strategy or use model portfolios. Carmel monitors performance and rebalances portfolios. They may use sub-advisors. In limited cases, they offer financial planning included in the investment advisory fee. Carmel also manages private investment funds.
Fee Structure
Carmel Capital Partners charges an annual fee based on the value of your investments, ranging from 0.60% to 1.50%. The fee is determined by the type and complexity of your account. The fee is billed quarterly in advance or monthly in arrears, depending on the custodian. Fees may be negotiable. They may also charge a performance-based fee to certain qualified clients.