Carr Financial Group offers investment advice to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations and other business entities, pension and profit-sharing plans. Their services include financial planning, wealth management, consulting, and family office services. Financial planning covers cash management, risk management, insurance, education funding, retirement planning, estate and charitable giving, and tax planning. Wealth management includes managing investment portfolios using mutual funds, exchange-traded funds, and individual securities.
Fee Structure
Carr Financial Group offers wealth management services for an annual fee based on the value of your portfolio. This fee can be up to 2.00% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated quarterly, in advance, based on the market value of your portfolio on the last day of the previous quarter.