Carr Wealth Management offers investment management services where they manage your investments for you. They also offer financial planning and consulting on an hourly or fixed-fee basis, covering topics like wills, estate plans, investments, and taxes. Carr Wealth Management does not sell commissioned products and acts as a fee-only advisor.
Assets Under Management$21M
Clients66
Advisors1
Avg. per Client$310K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Carr Wealth Management manages your investments for a fee based on a percentage of the assets they manage.
The annual fee is:
- Up to $500,000: 1.0% to 1.20%
- $500,000-$1,000,000: 0.90% to 1.0%
- Over $1,000,000: Negotiable
Fees are billed quarterly in advance. Accounts within the same household may be combined for a reduced fee. There is a $50 termination fee for each account closed.
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