Carroll Advisory Group (CAG) offers investment management and financial planning services. CAG manages investment portfolios based on individual client needs and risk tolerance. Financial planning services include net worth analysis, risk management, tax evaluation, investment planning, retirement planning, estate planning, education planning, philanthropic planning, and business exit planning. CAG tailors advice to individual client needs and allows clients to impose reasonable investment restrictions.
Fee Structure
Carroll Advisory Group offers comprehensive investment management services, which include both investment management and financial planning. The annual fee is the lesser of: 1% of the value of your portfolio or a flat annual fee of $12,500. The flat fee increases by 3% each calendar year. Legacy clients may pay lower fees.