Carney Portfolio Management INC.

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$93M
Clients39
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$93M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm