About Carroll & Company Capital Management
Carroll & Company Capital Management is a financial advisory firm that provides expert guidance and management to clients seeking financial stability and growth. With a team of experienced advisors and a strong focus on client satisfaction, Carroll & Company Capital Management strives to provide top-notch financial services for individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
Carroll & Company Capital Management offers a range of services to their clients, including financial planning, investment management, and retirement planning. Their approach centers on understanding the unique needs and goals of each client, and tailoring their services to meet those specific objectives. Some of the key takeaways of working with Carroll & Company Capital Management include personalized attention, comprehensive financial strategies, and a focus on long-term success.
Facts and Insights
As of the latest available data, Carroll & Company Capital Management has over $1 billion in assets under management. They have a team of 10 advisors, with an average of 20 years of experience in the financial industry. The firm has been in business since 1997, providing expert financial advice and management for over two decades.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion | 10 | 24 |
Financial Services Offered
Carroll & Company Capital Management offers a comprehensive range of financial services to help clients achieve their specific financial goals. Some of the services offered by the firm include:
- Financial planning and analysis
- Investment management and portfolio construction
- Retirement planning
- Estate planning
- Tax planning
- Wealth management
Client Types
Carroll & Company Capital Management serves a diverse group of clients, including individuals, families, high net worth individuals, and businesses. They cater to clients of all ages and stages in life, from young professionals just starting out to retirees looking to preserve and grow their wealth.
Fees & Compensation
Carroll & Company Capital Management charges fees based on a percentage of assets under management, ranging from 0.75% to 1.50%. They do not receive commissions or third-party incentives, ensuring that their clients’ best interests are always the top priority.
Background
Carroll & Company Capital Management was founded in 1997 by John Carroll, a financial expert with over 30 years of experience in the industry. Under his leadership, the firm has grown to become a trusted and respected name in the financial advisory field. The team at Carroll & Company Capital Management is dedicated to helping clients achieve their financial goals and make smart, informed decisions about their money.
Financial Advisor Disclosures to Know
As a registered investment advisor, Carroll & Company Capital Management is held to strict fiduciary standards, meaning they are legally obligated to act in their clients’ best interests at all times. They have no disclosures on their record, indicating a clean and trustworthy reputation.