Carlton Hall Asset Management, LLC

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Assets Under Management

$12.6M

Number of Clients

Number of Advisors

N/A

Average Client AUM

$360K

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)

About This Firm

Carlton Hall Asset Management, LLC (CHAM) offers discretionary asset management services to individuals. Investment strategies are tailored to client goals, time horizons, and risk tolerance. The firm does not sell commissioned products and engages other professionals on an as-needed basis.

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $2.0M	2.00%
$2M+	1.50%

CHAM may waive its minimum fee and/or charge a lesser investment advisory fee based upon certain criteria.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Areas of Practice

Investment Management

Location

NC, United States

0 Advisors at this firm

No advisors found for this firm.