Carey Wealth Management provides comprehensive investment management and financial planning services to individuals, families, and other clients. The firm builds customized portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds, conducting regular portfolio reviews and rebalancing. In addition to investment management, Carey Wealth Management offers financial planning and consulting covering retirement planning, estate planning, tax strategies, charitable giving, education funding, real estate analysis, and insurance evaluations. The firm also provides pension consulting services to employer retirement plan sponsors. Carey Wealth Management operates primarily on a fee-based model, charging a percentage of assets under management for portfolio management and hourly or flat fees for financial planning projects.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25%. Fees are negotiable.