Caritas Investment Advisors provides investment management services to individuals, charitable organizations, and corporate entities. Caritas creates investment policies and manages portfolios based on clients' individual needs and goals. The firm manages accounts on a discretionary basis, considering factors like risk tolerance and tax implications. Caritas primarily uses low-cost exchange-traded funds (ETFs) and passive index investing methodologies.
Assets Under Management$9.5M
Clients33
Advisors1
Avg. per Client$290K
Avg. per Advisor$9.5M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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