Carl W. Large, An Accountancy Corporation provides investment advice as part of financial planning. The firm advises on cash flow, college planning, retirement, tax, and estate planning. Clients make the final investment decisions, and the firm places trades with a limited power of attorney. The firm does not act as a custodian of client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Carl W. Large, An Accountancy Corporation may manage your investments as part of an advisory service agreement. The annual fee is based on a percentage of your investable assets, and the custodian compensates Carl W. Large from the fees charged to you. Investment management may also be offered separately, with an annual fee of $1,000, which is negotiable.
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