Carriage Hill Investment Associates LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$50,228,730
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
207
2% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
207
Average account size
$242,651
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
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
College savings (529s, UTMA, etc.)
Debt management
Cash flow / budgeting
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 location
Carriage Hill Investment Associates LLC
3545 Marietta Ave, Suite P
Lancaster PA 17601, United States
Number of offices
1
Most active in
Carriage Hill Investment Associates LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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