Carnegie Wealth Management offers customized investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. They use strategic and tactical asset allocation to manage investments, including stocks, bonds, mutual funds, and ETFs. Carnegie Wealth also provides financial planning services covering areas like retirement, education, and savings. They may refer clients to independent managers and insurance agencies but do not receive commissions for referrals.
Assets Under Management$360M
Clients229
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$180M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.25% |
| $1.5M - $2.5M | 1.10% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $7.5M | 0.90% |
| $7.5M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $10,000,000. For held-away defined contribution/benefit accounts, the fee is 1.00% of all assets. For held-away alternative assets, the fee is 3.00% of all assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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