Carroll Wealth Management (CWM) offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. CWM creates an Investment Policy Statement for each client to aid in selecting a suitable portfolio. CWM may use options, mutual funds, equities, bonds, fixed income, ETFs, and other securities. Clients may not impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs.
Assets Under Management$1.8M
Clients13
Advisors1
Avg. per Client$140K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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