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Carrera Capital Advisors

Headquartered in TROY, MI

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Firm Information

Carrera Capital Advisors is an investment advisory firm located in Troy, MI. With a team of seven licensed agents and one investment adviser representative, they manage over $617 million in assets for 1,360 accounts. Carrera Capital Advisors provides financial planning, portfolio management for individuals and businesses, and other investment services. They cater to a wide range of clients, including high-net-worth individuals, corporations, individuals other than high-net-worth, pension plans, investment companies, and charitable organizations.

Carrera Capital Advisors

901 WILSHIRE DRIVE

TROY, MI 48084-5611

$617.32M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

CARRERA CAPITAL ADVISORS has a total of 2 branch locations across the country.
location

TROY, MI

location

Rochester Hills, MI

Advisors at Carrera Capital Advisors

View All 6 Advisors
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Jacob Andrew Raska

RA

TROY, MI

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Keith Nichol

RA

TROY, MI

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Bryan David Franco

CFA®, RA

TROY, MI

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Martin Lewis Schmidt

CFP®, CFC®, RA

TROY, MI

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Madison E Clement

RA

Birmingham, MI

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Steven Geoffrey Lane

CFP®, CFC®, RA

TROY, MI

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Drake Alexander Reid

RA

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Anthony Sellors

RA

TROY, MI

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Disclosures

There are no public disclosures for Carrera Capital Advisors.

Frequently Asked Questions (7)

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