Carrack Capital Inc. provides discretionary portfolio management services tailored to clients' needs and investment objectives. They may invest client assets according to model portfolios. Carrack Capital Inc. also provides investment management services to Carrack ODS Fund LP, a pooled investment vehicle. The firm offers advice on various types of investments based on clients' stated goals and objectives.
Assets Under Management$18M
Clients6
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...