Advisor at Carderock Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Carderock Capital Management, Inc.
Location
Chevy Chase, MD 20815-7020
Credentials
CFA®
Industry experience
1 year
Jeanne Goedecke is a CFA® charterholder with one year of industry experience. She currently works at Carderock Capital Management, Inc. and previously held positions at Hancock Whitney and Regions. Carderock Capital Management is an independent SEC-registered investment manager serving individuals, high-net-worth clients, trusts, estates, pension and charitable accounts. The firm employs an active, long-term management approach with customized investment plans and continuous portfolio supervision.
$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.80% $4,000,000+: 0.70%
$500 per hour for investment professionals; $125 per hour for staff; minimum fee $500 per project
Account minimum: $500,000 Minimum fee: $5,000 annually Fee-only: Investment advisory fees based on assets under management
2 Wisconsin Circle, Suite 600
Chevy Chase, MD 20815-7020
Maryland
Carderock Capital Management, Inc.
2024 - Present (2 years)
Hancock Whitney
2018 - 2024 (6 years)
Regions
2012 - 2018 (6 years)
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