Carriage Services Investment Advisors, INC.

Fee-Only (% of Portfolio)

Carriage Services Advisors provides investment advice to a private fund (Styx Private Fund LLP) and deathcare trusts affiliated with Carriage Services, Inc. The firm offers services like fund accounting, oversight, and performance monitoring. Investments are guided by the fund's guidelines and state laws, including equity, debt, and government securities.

Assets Under Management$280M
Clients1
AdvisorsN/A
Avg. per Client$280M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

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Carriage Services Investment Advisors, INC. | TrueAdvisor