Carswell Investments offers wealth management services to individuals, high net worth individuals, families, and related entities. These services include portfolio management, financial planning, family wealth planning, and assistance with estate, tax, and philanthropic planning. Carswell also provides institutional advisory services to institutions, endowments, and foundations. Client portfolios are managed based on investment objectives, risk tolerance, and other relevant guidelines.
Assets Under Management$280M
Clients164
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$280M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.95% |
| $5.0M - $15.0M | 0.80% |
| $15.0M - $25.0M | 0.60% |
| $25M+ | 0.60% |
Fees may be subject to negotiation based on the complexity of the client's financial affairs and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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