Carney Portfolio Management, Inc. offers investment management services, primarily on a discretionary basis. When managing client portfolios, they consider personal financial data such as employment status, age, cash values, retirement plan values, other income, and investment history. They also assess your risk tolerance. If a client wants to invest in alternative investments, Carney Portfolio Management will assist in selecting and monitoring the money manager, but does not receive a fee for this service.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |