Carlisle Financial Group provides investment management and financial consulting services to individuals. For investment management, they build portfolios, monitor investments, and rebalance as needed, primarily using low-cost index mutual funds and exchange-traded funds. Financial consulting includes portfolio reviews, retirement planning, and other goal-based financial planning. Carlisle Financial works with clients to determine their investment goals and risk tolerance before designing an asset allocation strategy.
Assets Under Management$6.6M
Clients8
Advisors1
Avg. per Client$830K
Avg. per Advisor$6.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.50% |
Maximum annual fee is $25,000. Clients with less than $100,000 pay more than 1% annually due to the $250/quarter minimum fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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