Carroll Financial Group (CFG) offers financial planning and investment management services. Financial planning includes tax, insurance, retirement, and estate planning. CFG manages client portfolios considering their financial situation and risk tolerance, using general securities, mutual funds, government securities, and options. For alternative investments, CFG recommends other money managers and splits the fees.
Fee Structure
If Carroll Financial Group manages your money, the annual fee ranges from 0.5% to 2% of your account, depending on the size and complexity. The fee is negotiable and paid quarterly at the beginning of each quarter. If CFG helps you select other money managers, those managers pay CFG a portion of the fees you generate; you do not pay directly for this service.