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How does the advisor help clients – Key Takeaways:

The advisors at Carrick Lane LLC provide personalized financial solutions to help clients meet their financial goals. They offer a wide range of financial services and cater to a diverse client base, with a focus on transparency and ethical practices. Here are some key takeaways about how the advisor helps their clients:

  • Customized financial solutions based on individual goals and risk tolerance
  • Expert advice on investment options and strategies
  • Regular portfolio reviews and adjustments to ensure alignment with client goals
  • Ongoing support and guidance to navigate financial market changes

Facts and Insights

Carrick Lane LLC was established in 2009 by a team of experienced financial professionals with a commitment to provide top-notch financial services to their clients. The firm has grown steadily over the years and has become a trusted name in the industry. Here are some facts and insights about the firm:

  • Assets under management: $500 million (as of 2020)
  • Number of advisors: 7
  • Time in business: 12 years

Assets Under Management, Number of Advisors and Time in Business:

Year Assets Under Management ($) Number of Advisors Time in Business (Years)
2016 250 million 5 7
2017 300 million 6 8
2018 350 million 6 9
2019 400 million 7 10

Financial Services Offered

Carrick Lane LLC offers a wide range of financial services to help their clients achieve their financial goals. The firm prides itself on its comprehensive approach and takes into account each client’s unique financial situation and objectives. Some of the financial services they offer include:

  • Investment management
  • Retirement planning
  • Estate planning
  • Tax planning and preparation
  • Insurance planning
  • Education planning

Client Types

Carrick Lane LLC caters to a diverse client base, including individuals, families, small business owners, and corporations. They have experience working with clients from different backgrounds and understand that each client has unique financial needs and goals. The firm takes a client-centric approach and strives to build long-term relationships with their clients based on trust and mutual respect.

Fees & Compensation

Carrick Lane LLC is a fee-based advisory firm, which means they charge fees based on a percentage of the client’s assets under management. This incentivizes the firm to help clients grow their assets and achieve their financial goals. The firm is transparent about their fees and provides clients with a detailed breakdown of their fees and the services included. They do not receive any commissions for recommending specific investment products, ensuring that their recommendations are always in the best interest of their clients.


Carrick Lane LLC was founded by a team of financial experts with decades of combined experience in the industry. The firm’s leadership has a strong background in wealth management, financial planning, and investment management. They are dedicated to staying up-to-date with the latest financial trends and regulations to provide their clients with the best possible advice and services.

Financial Advisor Disclosures to Know

As a registered advisor, Carrick Lane LLC is required to disclose certain information to their clients and the public, including any potential conflicts of interest and disciplinary actions. It is essential for clients to

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