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Updated September 28, 2026. Quick answer: Carret Asset Management discloses a maximum, individually negotiated rate of 1.25% in its Form ADV Part 2A (March 31, 2026). Converted to dollars, that runs $6,250 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (March 31, 2026): “Registrant’s fee is negotiable and will not exceed 1.25% under any circumstances.”
Note: CRD 131445 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. IAPD lists the firm as Carret Asset Management, LLC. The firm reported about $3.46 billion in discretionary regulatory assets under management. The priced ceiling is the firm’s advisory fee for individual clients; the brochure states it does not require a minimum amount to open an account.
The published maximum: 1.25% per year (The priced figure is the stated 1.25% maximum; the brochure gives no tiered schedule, and the firm may charge less or a flat fee. Clients in the firm’s optional Leveraged Opportunity Strategy pay a performance-based fee in addition to the asset-based fee, which is not reflected below. Custodian, fund and other third-party costs are separate.).
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,125 | 1.25% |
| $500,000 | $6,250 | 1.25% |
| $1,000,000 | $12,500 | 1.25% |
| $2,000,000 | $25,000 | 1.25% |
The brochure states that the annual advisory fee will not exceed 1.25% under any circumstances, so each balance is priced at that stated maximum. No minimum annual dollar fee is disclosed, so no floor applies.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Carret Asset Management’s own published maximum rate runs up to $6,250 a year.
Comparing Carret Asset Management against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A (March 31, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038798
- SEC Investment Adviser Public Disclosure, Carret Asset Management, LLC (CRD #131445): https://adviserinfo.sec.gov/firm/summary/131445
- Carret Asset Management, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/131445/PDF/131445.pdf
Methodology. This page was built September 28, 2026, drawing on Carret Asset Management’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Carret Asset Management instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.