Carlton Hall Asset Management, LLC
Assets Under Management
$12.6M
Number of Clients
35
Number of Advisors
N/A
Average Client AUM
$360K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Carlton Hall Asset Management, LLC (CHAM) offers discretionary direct asset management services to individuals. The firm determines individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, and portfolio monitoring are based on these factors.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2M+ | 1.50% |
Fee Estimator
CHAM offers discretionary direct asset management services. Fees are based on a percentage of assets under management: 2.0% annually (0.50% quarterly) on the first $2,000,000 and 1.5% annually (0.38% quarterly) on amounts over $2,000,001. Fees are computed on the entire account balance and charged quarterly in advance. There is no minimum account size.
Areas of Practice
Location
NC, United States