Carr Consulting provides investment advice and financial planning. They offer portfolio management on a discretionary or non-discretionary basis, tailoring recommendations to meet client's objectives. Financial planning services include comprehensive plans, annual reviews, and separate consultations. Carr Consulting uses fundamental and technical analysis to determine investments.
Assets Under Management$500K
Clients13
AdvisorsN/A
Avg. per Client$39K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Carr Consulting reserves the right to negotiate and offer a lesser management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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