Carriage Hill Investment Associates offers investment management and financial planning services. For investment management, they determine investment goals, time horizons, and risk tolerance to create a suitable investment program. Financial planning covers retirement, education, legacy, insurance, investment, budget, personal finance, tax, major purchase, debt management, and cash flow analysis. Clients can impose restrictions on investments.
Assets Under Management$50M
Clients208
Advisors1
Avg. per Client$240K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1.0% for accounts held in model portfolios or portfolios with restrictions. 0.50% for cash management accounts. The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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