Michael S. Carrier & Associates offers investment advice to individuals and small businesses. They create customized portfolios based on each client's investor profile and ongoing conversations. Clients can specify restrictions on certain investments. The firm aims to provide high-quality service and help clients manage their wealth to achieve their financial goals.
Assets Under Management$100M
Clients100
Advisors1
Avg. per Client$1M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable and determined based on the size of the account, the relationship with the client, the years that the client has been a customer, and the complexity involved with managing the clients’ assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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