Carolina Financial Services Group (CFSG) offers investment management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. CFSG provides advice on financial objectives, cash flow, investments, education funding, retirement, and estate planning. CFSG offers both discretionary and non-discretionary asset management services.
Assets Under Management$37M
Clients125
Advisors1
Avg. per Client$300K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This is for an Equities Portfolio. Fixed Income Portfolio is 0.50% annually. Equities and Fixed Income Portfolio is 0.75% annually. The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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