Carrington Advisors offers personalized investment advice and financial planning services. They work with clients to determine their investment objectives and risk tolerance, then develop a suitable strategy. Services include portfolio management, selection of third-party money managers, and financial planning covering areas like retirement, taxes, and estate planning. Carrington requires discretionary authority to manage client accounts.
Assets Under Management$98M
Clients103
Advisors4
Avg. per Client$950K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.95% |
| $500K - $1.0M | 1.85% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.65% |
Fees are negotiable and may vary from the standard schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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