Carnegie Lake Advisors offers investment advisory services, including asset management, to individuals, trusts, pension plans, and businesses. They create tailored portfolios using stocks, bonds, ETFs, and other securities, continuously monitoring and rebalancing them based on client needs and goals. The firm acts as a fiduciary, prioritizing client interests and maintaining open communication to understand their objectives and risk tolerance.
Assets Under Management$400M
Clients213
Advisors7
Avg. per Client$1.9M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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