Assets Under Management
$6.5B
Number of Clients
3,159
Number of Advisors
40
Average Client AUM
$2.1M
AUM per Advisor
$163.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Carnegie Investment Counsel provides ongoing portfolio management based on client goals and risk tolerance. They offer financial and investment planning, including retirement, cash flow, estate, insurance, education, and business consulting. They may direct clients to third-party money managers. Minimum account size is $500,000, but may be waived.
30300 Chagrin Boulevard, Pepper Pike, OH, 44124