Carriage House Planning offers three service tiers: Comprehensive Wealth Planning & Investment Management (Style A), Annual Financial Planning + Optional Investment Management (Style B), and Investment Management ONLY (Style C). CHP provides financial planning, investment management, and estate plan information gathering. They work with EncorEstate Plans for estate planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Style A: Comprehensive Wealth Planning & Investment Management. Fees are negotiable. Minimum account size: $500,000. Style B: Annual Financial Planning + Optional Investment Management: $0 - $500,000: 0.80% per year. This style also includes an annual financial planning fee of $2,500 per year. Style C: Investment Management ONLY: First $1,000,000: 1.00% per year; Next $1,000,000: 0.90% per year; Amounts above $2,000,000: 0.80% per year.
