Carey Investment Solutions (CIS) provides wealth management services to individuals and high-net-worth individuals. CIS offers investment management, creating customized portfolios with stocks, bonds, mutual funds, and exchange-traded funds (ETFs). CIS also offers financial planning services, covering areas like retirement, education savings, and charitable giving. CIS may refer clients to other specialists like accountants or attorneys.
Assets Under Management$25M
Clients28
Advisors1
Avg. per Client$880K
Avg. per Advisor$25M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
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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