CAREER ASSET MANAGEMENT

After our first meeting, where we learn a little about you and your goals, we have a discovery and goal setting meeting where we dive right into where you are today and where you're heading. Relax in our home-like environment with a cup of coffee and a conversation with your new financial advisor and partner. We pride ourselves on creating an environment where you can feel safe and at ease talking about your personal finances, retirement plans, investments, aspirations, family, career, goals, and life in general... Rather, you pay us a retainer for the wide range of service we deliver to you. That's it! No commissions and no surprises- and no sliding scale of charges based on how your portfolio is performing at a given time. Our completely transparent Relationship Fee retainer starts at $6000 and determined by factors (like your total net worth and income) versus a variable charge based solely on the size of your investment portfolio. This fee structure eliminates conflicts of..

Primary location: Mount Pleasant United States