Carpenter, Claydon Advisors is a registered investment advisor offering personalized financial planning, portfolio management, and asset allocation services. Financial planning covers various aspects of managing financial resources based on individual needs. Portfolio management includes constructing and monitoring investment portfolios based on risk tolerance and investment objectives. They also offer pension consulting services to employee benefit plans.
Assets Under Management$290M
Clients249
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$290M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.20% |
| $10.0M - $20.0M | 0.10% |
| $20M+ | 0.10% |
Fee is negotiable based on complexity and scope of engagement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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