Carefree Investment Consultants offers wealth management services including investment management and financial planning. For investment management, they create strategies based on your risk tolerance and investment objectives, monitoring your portfolio on an ongoing basis. They also offer financial planning services, either as part of portfolio management or as a separate hourly service. They may recommend third-party investment advisors.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $4.0M | 1.10% |
| $4.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees are negotiable based on relationship size, services offered, and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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No advisors found for this firm.