Carvalho Investment Group provides investment management and financial planning services to individuals, families, and other entities. They focus on creating portfolios designed to meet client needs. They offer active asset management, tailored to individual financial circumstances, goals, and risk tolerance. They also provide financial planning and consulting services, including comprehensive financial planning, estate planning, business planning, and educational planning.
Assets Under Management$6.2M
Clients15
Advisors1
Avg. per Client$410K
Avg. per Advisor$6.2M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.85% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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