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Cary Street Partners
Richmond, Virginia
5.0
1 Review
Cary Street Partners, headquartered in Richmond, VA, is a prominent regional investment advisory firm serving over 3,070 individual clients. With a staggering $5,512,469,000 in assets under management, Cary Street Partners boasts an extensive network of 15 offices. While their expertise extends beyond 401K and individual accounts, which constitute less than 30% of their managed assets, they possess the capability to proficiently handle employer funds.
Impressively, a substantial 65% of the assets entrusted to Cary Street Partners are managed on a discretionary basis. Catering primarily to high net worth individuals, the firm's sp...see more
Assets Under Mgmt
$5.51B
Investment Professionals
64
Locations
14
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Commissions
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Reviews for Cary Street Partners
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