Carlton Hall Asset Management provides personalized, discretionary portfolio management services to individual clients and high net worth individuals. Founded in 2005 and based in Winston-Salem, North Carolina, the firm operates as an independent investment management practice. Carlton Hall Asset Management builds customized investment strategies based on each client's individual goals, time horizon, risk tolerance, and objectives, utilizing fundamental and technical analysis for security selection. The firm holds no account minimums and does not participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2M+ | 1.50% |
Fees are billed quarterly in advance. The firm reserves the right to negotiate or waive fees based on historical relationships, asset types, or anticipated future assets.