Carolina Qualified Retirement Plan Advisers, LLC
Carolina Corporate Plans offers retirement plan consulting services to plan sponsors, including vendor analysis, investment policy design, investment monitoring, and employee education. They also provide investment management services to individual investors, creating tailored portfolios based on financial goals and risk tolerance. They may recommend rollovers from retirement plans to IRAs, which creates a conflict of interest. Financial planning services are offered as a component of investment management.
Fee Structure
Carolina Corporate Plans offers investment advisory services to individuals. The annual fee ranges from 0.80% to 0.25% of your portfolio, depending on the size and complexity of your account. The fee is calculated based on the value of your portfolio at the end of the previous quarter and is paid in advance each quarter. Relationships with specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. Fees may be negotiable.