Carnegie Lake Advisors Llc
100 OVERLOOK CENTER, Princeton, New Jersey 08540
SEC CRD#330024
Last ADV filed: 06/27/2025
Verified Fiduciary
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Fee-Only Verified
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
Additional Compensation Disclosed
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
AUM-Based Fee1.50%of assets under management
Account Minimum$250,000to open an account
Compensation methods:
Percentage of AUM
Disciplinary Disclosures
This firm has 1 disclosure on record with the SEC.
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.