Carnegie Wealth Management provides investment advice to individuals and other clients. As a legally required fiduciary, Carnegie Wealth Management aims to act in the client's best interest. The firm creates portfolios of stocks, bonds, exchange traded funds, and other investments tailored to the client's goals and risk tolerance. Portfolios are monitored and rebalanced as needed.
Assets Under Management$65M
Clients150
Advisors2
Avg. per Client$430K
Avg. per Advisor$33M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee charged for asset management services. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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