Cary Street Partners Investment Advisory offers personalized investment management, financial planning, retirement planning, and access to third-party investment managers and alternative products. The firm constructs portfolios using a broad range of investments, including equities, fixed income, mutual funds, exchange-traded funds, and structured notes, tailored to each client's specific objectives and risk tolerance. Financial planning services cover retirement, tax, cash flow, insurance, and estate planning needs. The firm also provides specialized services for corporate retirement plans and makes securities-based lending and margin accounts available through partner custodians and affiliated entities. Advisory services are provided through financial advisors who work collaboratively with clients to determine appropriate portfolio strategies and independent qualified custodians for asset safekeeping.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable and actual schedules vary by client. Fees for amounts over $25,000,000 are negotiable.