Carlton Hall Asset Management offers investment management services to individuals. Carlton Hall determines investment strategies based on individual client goals, time horizons, and risk tolerance. Clients may impose restrictions on investing in certain securities. The firm does not sell commissioned products and is a fee-only investment management firm.
Assets Under Management$15M
Clients26
AdvisorsN/A
Avg. per Client$560K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2M+ | 1.50% |
Fees are billed quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.