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Every engagement begins with a consultation with a financial advisor to assess investment objectives, risk tolerance, and financial situation. The advisor then constructs a personalized portfolio and selects the appropriate program. ",[878],{"type":129,"attrs":879},{"color":773},{"type":18,"attrs":881,"content":882},{"textAlign":34},[883],{"text":884,"type":22,"marks":885},"Investment philosophy",[886,888],{"type":129,"attrs":887},{"color":773},{"type":38},{"type":18,"attrs":890,"content":891},{"textAlign":34},[892],{"text":893,"type":22,"marks":894},"The firm notes that client objectives and risk tolerance categories, such as capital preservation, income, growth, and aggressive growth, shape portfolios. ",[895],{"type":129,"attrs":896},{"color":773},{"type":18,"attrs":898,"content":899},{"textAlign":34},[900],{"text":901,"type":22,"marks":902},"The firm's investment philosophy emphasizes diversification, ongoing oversight, and risk-adjusted returns; manager selection emphasizes factors such as historical returns, understandable strategy, reasonable expenses, tax efficiency, transparency, downside risk, and team alignment.",[903],{"type":129,"attrs":904},{"color":773},{"type":764,"attrs":906,"content":907},{"level":766,"textAlign":34},[908],{"text":909,"type":22,"marks":910},"What are the pros and cons of Cary Street Partners?",[911,913],{"type":129,"attrs":912},{"color":773},{"type":38},{"type":18,"attrs":915,"content":916},{"textAlign":34},[917],{"text":918,"type":22,"marks":919},"Cary Street Partners’ main strengths are its advisor-led model, broad planning scope, and flexible portfolio construction. ",[920],{"type":129,"attrs":921},{"color":773},{"type":18,"attrs":923,"content":924},{"textAlign":34},[925],{"text":926,"type":22,"marks":927},"Here’s a summary of the key advantages and disadvantages to help you decide if it’s right for you. ",[928],{"type":129,"attrs":929},{"color":773},{"type":18,"attrs":931,"content":932},{"textAlign":34},[933],{"text":934,"type":22,"marks":935},"Pros of Cary Street Partners:",[936,938],{"type":129,"attrs":937},{"color":773},{"type":38},{"type":809,"content":940},[941,957,973,989],{"type":812,"content":942},[943],{"type":18,"attrs":944,"content":945},{"textAlign":34},[946,952],{"text":947,"type":22,"marks":948},"Advisor-led service model: ",[949,951],{"type":129,"attrs":950},{"color":773},{"type":38},{"text":953,"type":22,"marks":954},"Clients work with a dedicated Financial Advisor for personalized portfolio construction and ongoing oversight.",[955],{"type":129,"attrs":956},{"color":773},{"type":812,"content":958},[959],{"type":18,"attrs":960,"content":961},{"textAlign":34},[962,968],{"text":963,"type":22,"marks":964},"Broad planning scope: ",[965,967],{"type":129,"attrs":966},{"color":773},{"type":38},{"text":969,"type":22,"marks":970},"The materials support financial planning, retirement planning, insurance, estate coordination, tax planning and investment management within a single relationship.",[971],{"type":129,"attrs":972},{"color":773},{"type":812,"content":974},[975],{"type":18,"attrs":976,"content":977},{"textAlign":34},[978,984],{"text":979,"type":22,"marks":980},"Customized investment approach:",[981,983],{"type":129,"attrs":982},{"color":773},{"type":38},{"text":985,"type":22,"marks":986}," Advisors can build portfolios around client objectives, constraints, and risk tolerance, and the firm emphasizes ongoing portfolio monitoring and the use of diversified strategies.",[987],{"type":129,"attrs":988},{"color":773},{"type":812,"content":990},[991],{"type":18,"attrs":992,"content":993},{"textAlign":34},[994,1000],{"text":995,"type":22,"marks":996},"Cost and tax awareness: ",[997,999],{"type":129,"attrs":998},{"color":773},{"type":38},{"text":1001,"type":22,"marks":1002},"Cary Street Partners says its portfolio advisory group uses cost-conscious portfolio construction and considers tax effects and asset location.",[1003],{"type":129,"attrs":1004},{"color":773},{"type":18,"attrs":1006,"content":1007},{"textAlign":34},[1008],{"text":1009,"type":22,"marks":1010},"Cons of Cary Street Partners:",[1011,1013],{"type":129,"attrs":1012},{"color":773},{"type":38},{"type":809,"content":1015},[1016,1032,1048,1064],{"type":812,"content":1017},[1018],{"type":18,"attrs":1019,"content":1020},{"textAlign":34},[1021,1027],{"text":1022,"type":22,"marks":1023},"The fee structure is not simple: ",[1024,1026],{"type":129,"attrs":1025},{"color":773},{"type":38},{"text":1028,"type":22,"marks":1029},"actual fee schedules vary by client, and fees are negotiable. Additionally, legacy agreements and acquisitions can result in different fee calculations across clients, making direct price comparisons less straightforward.",[1030],{"type":129,"attrs":1031},{"color":773},{"type":812,"content":1033},[1034],{"type":18,"attrs":1035,"content":1036},{"textAlign":34},[1037,1043],{"text":1038,"type":22,"marks":1039},"Planning may cost extra, including hourly charges: ",[1040,1042],{"type":129,"attrs":1041},{"color":773},{"type":38},{"text":1044,"type":22,"marks":1045},"In addition to asset-based advisory fees, financial planning fees are negotiable, typically range from $500 to $25,000, and specific planning engagements may also be billed on an hourly basis. ",[1046],{"type":129,"attrs":1047},{"color":773},{"type":812,"content":1049},[1050],{"type":18,"attrs":1051,"content":1052},{"textAlign":34},[1053,1059],{"text":1054,"type":22,"marks":1055},"Total costs can be layered: ",[1056,1058],{"type":129,"attrs":1057},{"color":773},{"type":38},{"text":1060,"type":22,"marks":1061},"Depending on the account and investments used, clients may also bear underlying fund or product fees, third-party manager fees, brokerage and custody costs, interest, taxes, and other account expenses. ",[1062],{"type":129,"attrs":1063},{"color":773},{"type":812,"content":1065},[1066],{"type":18,"attrs":1067,"content":1068},{"textAlign":34},[1069,1075],{"text":1070,"type":22,"marks":1071},"Some program structures can add further cost complexity: ",[1072,1074],{"type":129,"attrs":1073},{"color":773},{"type":38},{"text":1076,"type":22,"marks":1077},"The wrap fee may cost more or less than buying services separately, does not include all fees, and certain proprietary strategies, ETFs, feeder funds, and annuity arrangements can add separate expenses on top of the advisory fee.",[1078],{"type":129,"attrs":1079},{"color":773},{"type":764,"attrs":1081,"content":1082},{"level":766,"textAlign":34},[1083],{"text":1084,"type":22,"marks":1085},"Cary Street Partners fees: How much does Cary Street Partners cost?",[1086,1088],{"type":129,"attrs":1087},{"color":773},{"type":38},{"type":18,"attrs":1090,"content":1091},{"textAlign":34},[1092],{"text":1093,"type":22,"marks":1094},"Cary Street Partners uses a negotiable pricing structure centered on an annual asset-based advisory fee. ",[1095],{"type":129,"attrs":1096},{"color":773},{"type":18,"attrs":1098,"content":1099},{"textAlign":34},[1100],{"text":1101,"type":22,"marks":1102},"Below is an example of Cary Street Partners' asset-based fee 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Retirement planning fees are also negotiable.",[1328],{"type":129,"attrs":1329},{"color":773},{"type":18,"attrs":1331,"content":1332},{"textAlign":34},[1333],{"text":1334,"type":22,"marks":1335},"Other fees can include underlying fund or product expenses, third-party manager fees, brokerage and custody charges, trading costs, interest, taxes, and other account-level expenses that are generally separate from Cary Street Partners’ advisory fee.",[1336],{"type":129,"attrs":1337},{"color":773},{"type":764,"attrs":1339,"content":1340},{"level":766,"textAlign":34},[1341],{"text":1342,"type":22,"marks":1343},"What is Cary Street Partners’ minimum account size?",[1344,1346],{"type":129,"attrs":1345},{"color":773},{"type":38},{"type":18,"attrs":1348,"content":1349},{"textAlign":34},[1350],{"text":1351,"type":22,"marks":1352},"No firm-wide minimum account size is disclosed. ",[1353],{"type":129,"attrs":1354},{"color":773},{"type":18,"attrs":1356,"content":1357},{"textAlign":34},[1358],{"text":1359,"type":22,"marks":1360},"Instead, advisors generally impose minimum asset size requirements to service accounts. ",[1361],{"type":129,"attrs":1362},{"color":773},{"type":764,"attrs":1364,"content":1365},{"level":766,"textAlign":34},[1366],{"text":1367,"type":22,"marks":1368},"Who should choose Cary Street Partners?",[1369,1371],{"type":129,"attrs":1370},{"color":773},{"type":38},{"type":18,"attrs":1373,"content":1374},{"textAlign":34},[1375],{"text":1376,"type":22,"marks":1377},"Cary Street Partners suits clients who want advisor-directed, personalized wealth management, particularly those with complex, multi-faceted financial needs.",[1378],{"type":129,"attrs":1379},{"color":773},{"type":18,"attrs":1381,"content":1382},{"textAlign":34},[1383],{"text":1384,"type":22,"marks":1385},"Cary Street Partners works well 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useful. ",[1420],{"type":129,"attrs":1421},{"color":773},{"type":812,"content":1423},[1424],{"type":18,"attrs":1425,"content":1426},{"textAlign":34},[1427,1433],{"text":1428,"type":22,"marks":1429},"Clients are comfortable with customized portfolios:",[1430,1432],{"type":129,"attrs":1431},{"color":773},{"type":38},{"text":1434,"type":22,"marks":1435}," The firm uses a wide investment menu and can work across discretionary and non-discretionary arrangements.",[1436],{"type":129,"attrs":1437},{"color":773},{"type":812,"content":1439},[1440],{"type":18,"attrs":1441,"content":1442},{"textAlign":34},[1443,1449],{"text":1444,"type":22,"marks":1445},"Institutional and plan-sponsor clients:",[1446,1448],{"type":129,"attrs":1447},{"color":773},{"type":38},{"text":1450,"type":22,"marks":1451}," ERISA 3(21) and 3(38) fiduciary services effectively serve qualified plan needs.",[1452],{"type":129,"attrs":1453},{"color":773},{"type":18,"attrs":1455,"content":1456},{"textAlign":34},[1457],{"text":1458,"type":22,"marks":1459},"Who might not benefit as much:",[1460],{"type":129,"attrs":1461},{"color":773},{"type":809,"content":1463},[1464,1480,1496],{"type":812,"content":1465},[1466],{"type":18,"attrs":1467,"content":1468},{"textAlign":34},[1469,1475],{"text":1470,"type":22,"marks":1471},"Cost-sensitive investors:",[1472,1474],{"type":129,"attrs":1473},{"color":773},{"type":38},{"text":1476,"type":22,"marks":1477}," The 1.50% entry rate and potential layered affiliated product fees make this a higher-cost option.",[1478],{"type":129,"attrs":1479},{"color":773},{"type":812,"content":1481},[1482],{"type":18,"attrs":1483,"content":1484},{"textAlign":34},[1485,1491],{"text":1486,"type":22,"marks":1487},"Investors preferring passive, low-cost strategies: ",[1488,1490],{"type":129,"attrs":1489},{"color":773},{"type":38},{"text":1492,"type":22,"marks":1493},"The 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It is SEC-registered and operates under fiduciary standards.",[1527],{"type":129,"attrs":1528},{"color":773},{"type":18,"attrs":1530,"content":1531},{"textAlign":34},[1532],{"text":1533,"type":22,"marks":1534},"All accounts are maintained with independent, qualified custodians (Wells Fargo Clearing Services, Schwab, or Fidelity), which deliver statements to clients monthly or quarterly.",[1535],{"type":129,"attrs":1536},{"color":773},{"type":18,"attrs":1538,"content":1539},{"textAlign":34},[1540],{"text":1541,"type":22,"marks":1542},"The firm also maintains cybersecurity policies and business continuity and disaster recovery plans that are tested at least annually.",[1543],{"type":129,"attrs":1544},{"color":773},{"type":764,"attrs":1546,"content":1547},{"level":766,"textAlign":34},[1548],{"text":1549,"type":22,"marks":1550},"Cary Street Partners: Customer service",[1551,1553],{"type":129,"attrs":1552},{"color":773},{"type":38},{"type":18,"attrs":1555,"content":1556},{"textAlign":34},[1557],{"text":1558,"type":22,"marks":1559},"Clients are served by dedicated Financial Advisors who handle the initial consultation, portfolio construction, and ongoing review. ",[1560],{"type":129,"attrs":1561},{"color":773},{"type":18,"attrs":1563,"content":1564},{"textAlign":34},[1565],{"text":1566,"type":22,"marks":1567},"Account reviews are conducted on a transaction, monthly, quarterly, or annual basis, depending on the engagement, with additional reviews available on request.",[1568],{"type":129,"attrs":1569},{"color":773},{"type":18,"attrs":1571,"content":1572},{"textAlign":34},[1573],{"text":1574,"type":22,"marks":1575},"The firm is headquartered in Richmond, Virginia, with 21 offices across seven states.",[1576],{"type":129,"attrs":1577},{"color":773},{"type":764,"attrs":1579,"content":1580},{"level":766,"textAlign":34},[1581],{"text":1582,"type":22,"marks":1583},"Cary Street Partners: Mobile app",[1584,1586],{"type":129,"attrs":1585},{"color":773},{"type":38},{"type":18,"attrs":1588,"content":1589},{"textAlign":34},[1590],{"text":1591,"type":22,"marks":1592},"Cary Street Partners does not offer a dedicated official mobile app. ",[1593],{"type":129,"attrs":1594},{"color":773},{"type":18,"attrs":1596,"content":1597},{"textAlign":34},[1598],{"text":1599,"type":22,"marks":1600},"The firm's website directs clients to web-based portals: Black Diamond for account reporting and eMoney for financial planning. ",[1601],{"type":129,"attrs":1602},{"color":773},{"type":18,"attrs":1604,"content":1605},{"textAlign":34},[1606],{"text":1607,"type":22,"marks":1608},"Clients may also access accounts through the custodian platforms of WFCS, Schwab, or Fidelity.",[1609],{"type":129,"attrs":1610},{"color":773},{"type":764,"attrs":1612,"content":1613},{"level":766,"textAlign":34},[1614],{"text":1615,"type":22,"marks":1616},"Is Cary Street Partners worth it?",[1617,1619],{"type":129,"attrs":1618},{"color":773},{"type":38},{"type":18,"attrs":1621,"content":1622},{"textAlign":34},[1623],{"text":1624,"type":22,"marks":1625},"Cary Street Partners offers a traditional advisor-led wealth management service with broad planning support, customized portfolios, and both discretionary and non-discretionary options. ",[1626],{"type":129,"attrs":1627},{"color":773},{"type":18,"attrs":1629,"content":1630},{"textAlign":34},[1631],{"text":1632,"type":22,"marks":1633},"The main trade-offs are less transparent minimums, negotiable pricing that may be harder to compare, and disclosures around affiliated products and other compensation arrangements. Thus, it looks better suited to clients who want an ongoing advisory relationship than to investors seeking a simple, low-cost, self-directed platform.",[1634],{"type":129,"attrs":1635},{"color":773},{"type":764,"attrs":1637,"content":1638},{"level":766,"textAlign":34},[1639],{"text":1640,"type":22,"marks":1641},"Get expert financial advice",[1642,1644],{"type":129,"attrs":1643},{"color":773},{"type":38},{"type":18,"attrs":1646,"content":1647},{"textAlign":34},[1648,1653,1663],{"text":1649,"type":22,"marks":1650},"If you're seeking professional financial advice, Unbiased can ",[1651],{"type":129,"attrs":1652},{"color":773},{"text":1654,"type":22,"marks":1655},"match you with a financial advisor",[1656,1659,1661],{"type":31,"attrs":1657},{"href":1658,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://v2.unbiased.com/inquiry/financial-advisor/primary-areas",{"type":129,"attrs":1660},{"color":773},{"type":1662},"underline",{"text":1664,"type":22,"marks":1665}," who will help you 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Carey","2023-03-28T10:05:08.718Z","2025-01-28T12:05:49.815Z","2025-01-28T12:05:49.832Z",283076789,"b4ce951f-89c7-4ef6-97a8-709dc6d856e1",{"job":1750,"_uid":1705,"name":1743,"image":1751,"component":1710,"education":1754,"expertise":1755,"description":1756},"Senior Content Writer",{"id":1752,"alt":12,"name":12,"focus":12,"title":12,"filename":1753,"copyright":12,"fieldtype":1675,"is_external_url":543},7792663,"https://a.storyblok.com/f/185166/1199x1257/2401746255/rachel-carey.jpg","Griffith College Dublin, MA (Hons) in Journalism & Media Communications","Rachel brings over a decade of experience in media, including SEO content writing, marketing, public relations, and broadcast and print journalism.","Rachel is a Senior Content Writer at Unbiased, producing content across a range of different sectors, including personal finance, retirement, and investing. She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors/rachel-carey",[],"024abff2-15a6-4099-8ba2-25c01abe42e8",[],"app-article",[],[],"This Cary Street Partners review outlines the firm’s advisor-led wealth management services, fees, and planning approach. ",[],"cary-street-partners-review","discover/financial-advice/cary-street-partners-review",-6060,[],365590167,"4066825d-d2ba-4dab-b525-5cfd078dded9","2026-04-24T21:53:21.487Z",[],{"left":727,"top":727,"width":1776,"height":1776,"rotate":727,"vFlip":543,"hFlip":543,"body":1777},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",[1779,1782,1783],{"title":1780,"exact":558,"href":1781},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":1784,"disabled":558},"/discover/financial-advice/cary-street-partners-review",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":1786},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1778577356870]