Carroll Advisory Group
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
4
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Carroll Advisory Group, LLC provides investment management, financial planning, and retirement planning services. They manage individually allocated portfolios based on client needs and risk tolerance. Financial planning services include net worth analysis, risk management, tax evaluation, investment planning, retirement planning, estate planning, education planning, philanthropic planning, and business exit planning.
Fee Structure
For Comprehensive Investment Management Services, you'll pay the lesser of up to 1% of your assets under management or an annual flat fee of $10,610, adjusted annually by 3%. Financial planning fees range from $1,500 to $5,000, due in full in advance.
Areas of Practice
Location
4203 Richmond Place, Texarkana, TX, 75503