Cary Street Partners Investment Advisory (CSPIA) offers personalized investment advice and financial planning to individuals and institutions. Services include investment management, financial planning, and retirement planning. CSPIA works with clients to determine appropriate investment programs based on their objectives, financial situation, and risk tolerance. CSPIA also offers access to lending services through third-party providers.
Assets Under Management$8.3B
Clients5,851
Advisors113
Avg. per Client$1.4M
Avg. per Advisor$73M
www.linkedin.com/company/cary-street-partners ·carystreetpartners.com ·www.youtube.com/channel/ucdbnhyluyvg8ygk3uxozcsw
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for amounts over $25,000,001. Fees shown do not include any underlying fund/product fees, where applicable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
113 Advisors at this firm
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