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Updated September 28, 2026. Quick answer: Carnegie Investment Counsel discloses a tiered schedule starting at 1.75% in its Form ADV Part 2A (April 16, 2026). Converted to dollars, that runs $8,750 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 (April 16, 2026): “Assets Managed Annual Fee Up to $500,000 1.75% or less Over $500,000 1.50% or less Most clients are charged a flat fee according to the size of the account at the end of the previous calendar quarter. Our maximum fee schedule is listed above.”
Note: CRD 150488 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. IAPD lists the firm as Carnegie Investment Counsel, with Carnegie Capital Asset Management, LLC as another name on record. The firm reported $6,781,231,272 in discretionary and $731,955,736 in non-discretionary assets under management as of December 31, 2025. The priced schedule is the firm’s maximum investment supervisory fee schedule for ordinary individual clients; the brochure states fees are negotiable and some clients hold grandfathered schedules.
- Up to $500,000: 1.75%
- Over $500,000: 1.50%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $4,375 | 1.75% |
| $500,000 | $8,750 | 1.75% |
| $1,000,000 | $16,250 | 1.62% |
| $2,000,000 | $31,250 | 1.56% |
Both published rates are maximums. At $250,000 the entire balance sits in the first bracket at 1.75%. At $500,000 the entire balance is still in that first bracket at 1.75%. At $1,000,000 and $2,000,000 the first $500,000 is priced at 1.75% and the remainder at 1.50%, with the two pieces summed. The brochure discloses no minimum annual fee for asset-based management, 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, Carnegie Investment Counsel’s own published rate runs $8,750 a year.
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- Form ADV Part 2A (April 16, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041784
- SEC Investment Adviser Public Disclosure, Carnegie Investment Counsel (CRD #150488): https://adviserinfo.sec.gov/firm/summary/150488
- Carnegie Investment Counsel, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/150488/PDF/150488.pdf
Methodology. This page was built September 28, 2026, drawing on Carnegie Investment Counsel’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.
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