Carroll Investors, Inc. is a registered investment advisor offering discretionary portfolio management services tailored to individual client needs and investment objectives. The firm primarily advises on exchange-traded stocks, taking a holistic approach to investment selection. Clients grant Carroll Investors discretionary authority to manage their accounts, including selecting securities and brokers. The firm may also offer non-discretionary portfolio management services, requiring client approval for each transaction.
Fee Structure
Carroll Investors charges an annual fee for managing your investments, ranging from 1.00% to 3.00% of the market value of your portfolio. The specific fee depends on the size of your portfolio, the complexity of services, and the level of administration requested. Fees are billed quarterly, based on the average daily balance of your account. The advisory fee is negotiable, depending on your individual circumstances. There is a minimum annual fee of 1%, which may be waived at the firm's discretion.