Caruso McLean & Co. is a registered investment advisor offering services tailored to individual client needs. These include asset management using model portfolios, asset allocation consulting where clients implement recommendations themselves, and financial planning covering various aspects like retirement, college, and insurance needs. Clients can choose discretionary or non-discretionary asset management. Representatives are also registered with Osaic Wealth, Inc. and may receive commissions from securities or insurance product sales.
Assets Under Management$250M
Clients131
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$62M
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Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.80% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable and can be tiered or a fixed percentage. Discounted fees apply for asset allocation consulting services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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