Carnegie Investment Counsel (CIC) offers portfolio management and financial planning services tailored to individual client needs. CIC provides investment advice on equities, bonds, mutual funds, and other securities. They work with clients to determine investment objectives and construct suitable portfolios. CIC also offers financial planning services covering retirement, cash flow, estate planning, and other areas. They may direct clients to third-party money managers, charging a separate fee for this service.
Assets Under Management$6.5B
Clients3,159
Advisors40
Avg. per Client$2.1M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$500K
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
40 Advisors at this firm
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