Carter Ridge Strategic Advisors (CRSA) provides ongoing portfolio management based on your individual goals and risk tolerance. CRSA can manage your investments with or without your prior approval for each trade. CRSA also offers investment consulting services, providing advice and guidance on portfolio construction and asset allocation. CRSA does not take custody of client assets for investment consulting.
Assets Under Management$6.1M
Clients7
Advisors1
Avg. per Client$870K
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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