Carrington Financial Planning provides investment advice and retirement planning to individuals and high-net-worth individuals. They create customized investment strategies using mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. Carrington may also recommend independent investment managers. Financial planning covers areas like investment planning, retirement, savings, education, and insurance. Financial planning is provided on an ongoing basis to investment management clients.
Assets Under Management$20M
Clients30
Advisors1
Avg. per Client$650K
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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