Carey Wealth Management offers investment management and financial planning services. Investment management involves creating a portfolio of investments like exchange traded funds, mutual funds, and individual stocks. Financial planning covers areas like retirement, estate, tax, and education planning. Carey Wealth Management also provides pension consulting services to employer plan sponsors.
Assets Under Management$220M
Clients102
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Carey Wealth Management charges a maximum of 1.25% annually for investment management. This fee is calculated based on the value of your account and is billed quarterly in advance. The fee is negotiable. Adjustments are made for deposits and withdrawals during the quarter.
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