Carnegie Investment Counsel offers ongoing portfolio management, financial planning, and retirement plan services. The firm builds customized investment portfolios tailored to each client's goals, time horizon, and risk tolerance, with options for discretionary or non-discretionary management. Carnegie Investment Counsel incorporates environmental, social, and governance analysis as well as client-specific faith-based preferences upon request. In addition to investment management, the firm provides guidance on retirement planning, cash flow projections, estate planning, insurance, education funding, and business consulting. Carnegie Investment Counsel works with individuals, high-net-worth clients, businesses, non-profit organizations, and trusts, operating from multiple office locations across the United States.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K+ | 1.50% |
Rates represent maximum fee schedules. Fees are negotiable, and some clients may have grandfathered fee schedules due to mergers and acquisitions.