SM Carlton Advisory LLC provides investment management services, focusing on a long-term, buy-and-hold approach with an equity-only portfolio. The firm invests in publicly traded companies and tailors its services to each client's investment time horizon and goals. Clients must have a minimum of $50,000 to invest.
Assets Under Management$1.9M
Clients17
Advisors1
Avg. per Client$110K
Avg. per Advisor$1.9M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | Included |
| $200K+ | 0.50% |
Fees are negotiable. Minimum annual fee of $500 applies to accounts under $200,000. The fee is between 0.20% and 0.50% for accounts over $200,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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