Carlsbad Wealth offers portfolio management and financial planning services tailored to each client's goals, risk tolerance, and time horizon. They manage investments in ETFs, mutual funds, equities, bonds, and other securities. Financial planning covers areas like retirement, taxes, insurance, and estate planning. Carlsbad Wealth requests authority to make trades without asking you first.
Assets Under Management$200M
Clients249
Advisors3
Avg. per Client$820K
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
The investment management fee schedule replaces older schedules unless your investment advisory agreement has been amended to reflect a negotiated rate. If you have contracted with us under a previous fee schedule that is lower than the schedule reflected above, we will continue to bill you at that lower rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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