Heidi Rose is a registered investment advisor at Carnegie Investment Counsel, based in Pepper Pike, OH, with 13 years of industry experience. Heidi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 3,159 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K+ | 1.50% |
Fees are negotiable. Some clients are charged a flat fee per quarter or a progressive fee. Carnegie has some "grandfathered" fee schedules due to mergers and acquisitions.
Fee Estimator
Location
30300 Chagrin Boulevard, Pepper Pike, OH, 44124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Heidi owns residential rental property since 1998. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Carnegie Investment Counsel
Previous Registrations
The Alpine Financial Group
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.