Carriage Hill Investment Associates LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$49,885,548
Clients
207
Advisors
1
of 1 employees
About
The firm provides discretionary asset management and financial planning services to a mix of individuals, non-profit/charitable organizations, and business or corporate clients. It delivers ongoing portfolio management alongside planning work that can cover retirement, tax, estate, and cash-flow topics.
Investment programs are tailored to each client’s stated goals, time horizon, and risk tolerance and may include long- and short-term strategies, model portfolios, and client-imposed restrictions (for example, socially conscious investments). The firm’s investment process draws on economic and fundamental analysis and Modern Portfolio Theory, with quarterly account reviews that include rebalancing and tax-loss harvesting considerations.
This firm is notable for its scale relative to a solo advisory practice: a single advisor manages just over $50 million in discretionary assets for about 207 clients. It also works with corporate and charitable entity clients more often than typical independent solo advisors, and the principal volunteers on a local community foundation’s board and impact investment committee in a non-compensated capacity.
Client services
Expertise
Fee options
$0+: 1.0% annually for accounts held in model portfolios or portfolios with restrictions or limitations $0+: 0.50% annually for Cash Management Accounts
$250 per hour for financial planning and consulting
Account minimum: $50,000 Fee-only: Financial planning and consulting charged at $250 per hour, fees due upon delivery of completed plan, may be waived if client implements plan through Carriage Hill
Main office
3545 Marietta Ave, Suite P
Lancaster PA 17601
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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