A complete list of active advisors currently associated with Michael S. Carrier & Associates, Inc.
Warmer can help you find a great advisor at Michael S. Carrier & Associates, Inc. or one who fits your needs even better.
The firm provides investment advice and portfolio management primarily to individuals, trusts and small businesses, tailoring portfolios to each client’s objectives and risk tolerance based on an investor profile and ongoing meetings, email or phone conversations. Formed in 1997, the firm manages client accounts on a discretionary basis under custodial agreements and allows clients to impose written investment restrictions. Its investment process combines both technical and fundamental strategies to build individualized plans, with ongoing monitoring and reviews triggered by material events or changes in client circumstances. Accounts are managed separately for each client rather than through aggregated block trades, and fees are typically charged as a percentage of assets under management. Although the brochure describes the use of third‑party custodians and delivery of custodial statements, the firm’s regulatory filing indicates it functions as a qualified custodian — an arrangement that is rare among independent, single‑advisor practices. The firm also notes no affiliations or performance‑based fees, declines proxy‑voting authority, and manages roughly $100 million for about 100 clients, a scale that is noteworthy for a solo advisor.
To learn more about the advisors currently working at Michael S. Carrier & Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Highlands, NC
| 27
|
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