Carlisle Financial Management (CFM) provides ongoing investment management based on your individual goals, risk tolerance, and time horizon. CFM creates a personalized investment plan to help select a portfolio that fits your specific situation. CFM's services include investment strategy, asset allocation, and regular portfolio monitoring. CFM may request authority to make trades without asking you first.
Assets Under Management$38M
Clients25
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.85% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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