The Carroll Group manages investment accounts for high net worth families and individuals. The firm primarily uses money market funds, diversified mutual funds, sector mutual funds, and exchange traded funds. Portfolio construction is based on client requirements and the investment environment, determined through financial planning and client interviews.
Assets Under Management$130M
Clients8
Advisors1
Avg. per Client$17M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Fees are negotiable. A flat fee can be negotiated for clients that do not meet the minimum amount of assets to be managed at two million dollars.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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