Carr Capital Management offers investment management services to individuals, institutions, endowments, and foundations. Carr manages diversified portfolios primarily composed of individual equity securities, but may also use mutual funds and exchange-traded funds. Carr is an independent, employee-owned firm. Unless specified otherwise, Carr manages accounts on a discretionary basis, with limitations on withdrawing funds and placing purchase/sale orders.
Assets Under Management$79M
Clients27
Advisors2
Avg. per Client$2.9M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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