I have no asset minimums for client relationships, and I let our clients choose whether or not they want to delegate responsibility for investment management to us. The core financial planning and investment management services are offered for a flat fee of 1.2% of assets under management (1% over $500k) and my service model is location-independent allowing me to work with clients anywhere in the United States.
90 Minute Session Focused on Answering your Immediate Questions
Goal Specific Strategy Sessions (First 90 Minutes at Power Session Rate)
Planning is included. No asset minimums for those committed to improving their financial future.
Carriere Financial Planning LLC (“CFPL”) is a registered investment advisor offering advisory services in the State of Colorado and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Carriere Financial Planning LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
CFPL does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall CFPL be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if CFPL or a CFPL authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.