Carriere Financial Planning provides investment planning, portfolio management, and financial planning services tailored to individual client goals. They create investment policy statements and offer both discretionary and non-discretionary portfolio management. Financial planning covers areas like retirement, education, and insurance. They also offer tax preparation and estate planning services through partnerships with third-party providers.
Assets Under Management$5M
Clients22
Advisors1
Avg. per Client$230K
Avg. per Advisor$5M
www.carrierefinancialplanning.com ·www.facebook.com/carrierefinancialplannig ·www.linkedin.com/in/paulcarriere1
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable. Financial planning is included at no additional charge when a client has $250k in assets under management with Carriere Financial Planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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