Caris Investment Partners offers investment management services tailored to individual investors, trusts, estates, charitable organizations, retirement plan participants, small businesses, and high-net-worth individuals. CIP assesses each client’s financial situation and risk tolerance to construct a suitable investment portfolio. The firm actively manages client portfolios and rebalances them as needed. CIP utilizes equity securities, fixed income securities, exchange-traded funds, and money market funds in its clients’ accounts.
Assets Under Management$48M
Clients62
Advisors1
Avg. per Client$780K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable at our sole discretion and some accounts may be under different fee schedules honoring prior agreements. We also manage some family and related accounts at no charge.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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