Looking for a financial advisor in Ft. Myers, Florida?
Carnegie Investment Counsel is an Registered Investment Adviser (RIA) providing personalized financial guidance to help you preserve and grow your wealth, so you are freer to enjoy your life. As your fiduciary, we are obligated to place your investing success ahead of our returns.
Carnegie Investment Counsel is 100% fee-only, meaning our only compensation is a percentage of assets managed, which is an agreement made before starting service. This transparent model promotes trust and helps to remove conflicts of interest.
Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. For more information please visit our full disclosures page.