Overview
- Headquarters
- Pepper Pike, OH
- Total Firm Assets
- $7.5 billion
- Average High-Net-Worth Client Portfolio Size
- $4.4 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: CARNEGIE FORM ADV PART 2A 03-31-2025 (2025-04-01)
· View brochure text
Latest filing: CARNEGIE INVESTMENT COUNSEL FORM ADV PART 2A DISCLOSURE BROCHURE 04-16-2026 (2026-04-17)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.75% |
| $500,001 | and above | 1.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $16,250 | 1.62% |
| $5 million | $76,250 | 1.52% |
| $10 million | $151,250 | 1.51% |
| $50 million | $751,250 | 1.50% |
| $100 million | $1,501,250 | 1.50% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 70.20%
- Number of High-Net-Worth Clients
- 1,186
- Total Client Accounts
- 8,541
- Discretionary Accounts
- 8,266
- Non-Discretionary Accounts
- 275
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 150488
- CARNEGIE INVESTMENT COUNSEL FORM ADV PART 2A DISCLOSURE BROCHURE 04-16-2026 (2026-04-17) · View brochure text
- CARNEGIE FORM ADV PART 2A 03-31-2025 (2025-04-01) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗