Carolina Planning Group offers personalized financial planning and investment management. They work with clients to identify financial goals and develop strategies to achieve them. Carolina Planning Group is a fee-only firm, meaning they don't receive commissions for selling financial products. They primarily recommend Dimensional Fund Advisors (DFA) funds. Clients make the final investment decisions, and Carolina Planning Group places trades under a limited power of attorney.
Assets Under Management$25M
Clients77
Advisors1
Avg. per Client$320K
Avg. per Advisor$25M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Annual fee is capped at $15,000. Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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