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Fee Schedule

Carr Wealth Management LLC’s only compensation is the annual management fee you pay us. We are not paid by commissions, sales or transaction charges, revenue sharing, or other compensation schemes.

The annual fee for investment management is based on the assets we manage. The fee includes both ongoing investment management and financial planning. Services include the selection and ongoing management of investments, preparation of a financial plan (see "financial planning fees" below), annual meetings to review investments and financial plans, and ongoing education on a variety of investment and financial topics. Also we help the coordination, if needed, between tax-preparers, estate planning attorneys, and insurance providers.


Our Fee Structure Is As Follows:


Assets Under Management                    Annual Fee                             Quarterly Fee     

$100,001     -     $500,000                            1.00%                                         .25%


$500,001     -     $800,000                            . 90%                                         .225%


$800,001     -    $1,000,000                          .80%                                           .20%


       Over $1,000,001                                Negotiable                                   Negotiable



Client Centered

Financial Planning Fees

We offer our financial planning services on a complimentary basis to our investment management clients. If you are not an investment management client, but are interested in having us prepare a comprehensive financial plan for you, we offer these services for a flat hourly fee and provide up front a "do not exceed" amount. If you decide after the financial plan that you would like C.W.M. to manage your investment accounts, then a credit adjustment for the planning fee toward the investment management fee is possible.


Why Fees Matter?

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