Caroline Young is a registered investment advisor at Cultivating Wealth, based in Montauk, NY, with 2 years of industry experience. Caroline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 173 clients with $170M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable. Legacy clients and family & friends of CW associates may pay lower fees.
Fee Estimator
Location
Montauk, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cultivating Wealth
State Registrations1 state
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