Carolina Strategy, LLC offers portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. They also offer pension consulting services to employee benefit plans, including 401(k) plans. Financial planning services cover investment, insurance, tax, retirement, education, and debt/credit planning. Carolina Strategy generally limits its investment advice to mutual funds, fixed income, equities, ETFs, and other securities.
Assets Under Management$120M
Clients64
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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